Wealth Coordinator

3 days ago

Lethbridge, Alberta, Canada BDO Full time

About BDO

BDO is a leading professional services firm that provides exceptional service to our clients. Our professionals are dedicated to helping clients achieve their goals through expert advice and insight.

Your Opportunity

We are seeking a highly motivated and organized Wealth Coordinator to join our team. As a Wealth Coordinator, you will play a key role in supporting our Wealth Advisors in delivering exceptional service to our clients.

Responsibilities:

  • Assist Wealth Advisors with daily administrative tasks, including preparing meeting packages and coordinating the financial planning process.
  • Ensure client data integrity and system updates are accurate and up-to-date.
  • Coordinate the account opening process for new and current clients.
  • Prepare and schedule client packages, materials, and meetings.
  • Perform other financial planning tasks, including RRSP, RESP, and TFSA account tracking, research assignments, and report package preparation.

Requirements:

  • 2+ years' experience in the wealth/financial planning industry, preferably in a banking, insurance, or investment-related workplace.
  • Degree/Diploma in a relevant field.
  • Completed or working towards CFP designation is considered an asset.
  • Strong problem-solving, analytical, and communication skills.
  • Proficiency with the Microsoft Office Suite.
  • Ability to work well independently with minimal supervision.
  • Strong attention to detail and administration skills.

What We Offer:

  • A dynamic and inclusive work environment that fosters personal and professional growth.
  • Opportunities for learning and professional development.
  • A collaborative team environment that values integrity, respect, and collaboration.

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