Advisor, Wealth Management

Our national Wealth Management practice in our Northern Ontario offices is looking for an experienced Wealth Advisor to join the team and own the following responsibilities:

• Growth (new and existing clients)

• Ambassador for the wealth group

• Develop and strengthen client relationships focusing on clients with investable assets above minimum thresholds

• Identify complex financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives

• Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning

• Liaise and build relationships with external vendors such as investment dealers, accountants, lawyers, and insurance professionals

• Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals

• Recognize solutions which are appropriate for each client’s needs and situation by working with Wealth Advisor's in designing, implementing, and managing the full wealth planning process

• Assist with business development related initiatives to promote BDO’s Wealth Advisory Services to support the acquisition of new clients

• Oversee wealth staff - coaching, mentoring, technical

• Ensure that wealth process and documentation adhere to firm policies

• Oversight of outside partners and their preparation for meetings - ownership of process

How do we define success for your role?

• You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration

• You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high-quality work

• You identify, recommend, and are focused on effective service delivery to your clients

• You share in an inclusive and engaging work environment that develops, retains & attracts talent

• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace

• You grow your expertise through learning and professional development.

• You are self-motivated

• You have an ability to market, but also grow and close new business

• Quality in delivery and deliverables

Your experience and education

• You have 3-5 years of accounting, complex financial planning, wealth management and/or investment experience

• You have ideally completed post-secondary education with a concentration in Accounting, Finance or Business; completion of the CPA designation or a master’s level Business Program is considered an asset; completion of Canadian Securities Course (CSC), Chartered Investment Manager (CIM) considered an asset;

• You have completed Certified Financial Planner (CFP) designation, Personal Financial Planner (PFP) designation or equivalent

• Experience using FP software and/or experience with Tax preparation software is also considered an asset

• You have prior experience in the wealth/financial industry with managing the financial needs of high-net-worth clients

• You have an inquisitive and curious attitude by continuously asking questions and looking for opportunities to make improvements

• You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients

• You are comfortable with regular travel to meet with clients as required