Wealth Advisor
BDO CanadaCalgary, Alberta, Canada
Posted April 14, 2026
Full Time
About the Company
BDO is a firm built on a foundation of positive relationships with our people and our clients. We provide an award-winning environment that fosters a people-first culture with a high priority on personal and professional growth.
Job Description
BDO is seeking a Wealth Advisor to join their Wealth Management team. The successful candidate will be responsible for growth, ambassador, and developing client relationships. The candidate will identify complex financial planning needs and provide solutions to clients with investable assets above minimum thresholds.
Requirements
- 3-5 years of accounting, complex financial planning, wealth management, and/or investment experience
- 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
- Completed Certified Financial Planner (CFP) designation, Personal Financial Planner (PFP) designation or equivalent
Benefits
- Flexible benefits from day one
- Market leading personal time off policy
- Reimbursement for wellness initiatives