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Wealth Coordinator, Wealth Management

1 month ago

Edmonton, Alberta, Canada BDO Full time

Unlock Your Potential with BDO


BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.


Your Opportunity


Key Responsibilities:



  • Support the Wealth Advisor with day-to-day administrative tasks
  • Assist in preparing meeting packages for clients
  • Coordinate the financial planning process, including gathering necessary information
  • Respond to daily client requests in a timely manner
  • Coordinate account opening processes for new and existing clients
  • Maintain client data integrity and system updates
  • Ensure client packages, materials, and meetings are prepared and scheduled
  • Perform other financial planning tasks, including RRSP, RESP, and TFSA account tracking, research assignments, and report package preparation

Our Expectations for Success



  • You will demonstrate BDO's core values of integrity, respect, and collaboration in all aspects of your work
  • Develop a deep understanding of your clients' industries, challenges, and opportunities
  • Identify and recommend effective service delivery strategies to clients
  • Contribute to an inclusive and engaging work environment that fosters talent development, retention, and attraction
  • Embrace digital tools and strategies to drive innovation in the workplace
  • Pursue ongoing learning and professional development to enhance your expertise
  • Demonstrate self-motivation and a proactive approach to your work

Requirements and Qualifications



  • 2+ years of experience in the wealth/financial planning industry, preferably in a banking, insurance, or investment-related workplace
  • Degree or diploma in a relevant field
  • Preference for candidates with a completed or ongoing Certified Financial Planner (CFP) designation
  • Strong problem-solving, analytical, and communication skills
  • Proficiency in the Microsoft Office Suite
  • Ability to work independently with minimal supervision
  • Strong attention to detail and administration skills

Join Our Team


BDO is a dynamic and rewarding place to work, offering a unique blend of challenge, collaboration, and growth opportunities.


Our professionals are dedicated to delivering exceptional service and making a meaningful impact on our clients' lives.


We are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Coordinator, Wealth Management.


We are looking for someone who is passionate about delivering exceptional service and making a positive impact on our clients' lives.


If you are a motivated and detail-oriented individual who is passionate about delivering exceptional service, we encourage you to apply.


We look forward to hearing from you.


Sincerely,


BDO Team


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