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    Wealth Coordinator, Wealth Management - Calgary, Canada - BDO

    BDO
    BDO Calgary, Canada

    2 weeks ago

    BDO background
    Full time
    Description

    Putting people first, every day

    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. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

    Your Opportunity

    Responsibilities:

  • Assist the Wealth Advisor with daily administrative needs;
  • Assist Wealth Advisor to prepare meeting packages for clients;
  • Assist with coordinating the financial planning process, along with gathering the required information;
  • Follow up on daily client requests in a timely manner;
  • Coordinate the account opening process for new and current clients;
  • Responsible for client data integrity and system updates;
  • Responsible for ensuring client packages, materials, and meetings are prepared/scheduled;
  • Other Financial Planning tasks including, but not limited to; RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned;

    • 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; clients 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.
  • Self-motivated

    • Your experience and education

  • 2+ years' experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment related workplace)
  • Degree/Diploma in a relevant field
  • You have completed or are working toward your CFP designation is considered an asset
  • You possess an inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
  • You display strong problem solving, analytical, and communication skills.
  • Proficiency with the Microsoft Office Suite
  • You have the ability to work well independently with minimal supervision
  • Strong attention to detail
  • Strong administration and organization skills
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