Wealth Coordinator, Wealth Management
BDO Canada
About this role
A Wealth Coordinator at BDO supports the Wealth Management Services practice in Alberta by enabling effective advisor-client relationships and ensuring smooth financial planning operations. The role focuses on delivering high-quality client service, maintaining client data integrity, and contributing to the team's operational excellence. It is positioned within a people-first culture that emphasizes professional growth and flexible work arrangements.
Skills
Qualifications
About BDO Canada
bdo.caIndustries
Consulting
N/A
Recent company news
Newswire CanadaBDO Canada and Intuit QuickBooks Partner to Redefine How BDO Serves Small and Mid-sized Businesses with New Integrated Service
Jan 12, 2026
The Globe and MailBDO buys GrantMatch to help businesses tap government funds
1 month ago
Techcouver.comBDO Canada Invites Vancouver Startups to Pitch Top Local Investors for Capital
Sep 9, 2025
Consulting.caRam Rathod joins BDO as partner
Jul 16, 2025
Automotive NewsSummit Automotive’s 6 new-car dealerships in Alberta, B.C. hit market as part of court-sanctioned sale
Sep 12, 2025
About BDO Canada
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BDO Canada.
Salary
$96k – $128k
per year
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