About this role
Wealth Advisor at Bdo. Location: Calgary, Alberta, Canada. Role: Grow clients, Develop relationships, Advise clients Requirements: 3-5 years in accounting, wealth management, or investment; CPA/CFP/PFP or CSC/CIM assets; strong communication and client-relations skills. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software, Tax preparation software Certifications: cpa, csc, cim, cfp, pfp Commitment: Full Time Workplace: Onsite Languages: English