Reporting Coordinator, Wealth Management (Calgary)

Putting people first, every day. Reporting Coordinator

Our Wealth Management team is looking for a Reporting Coordinator to join the team. The successful candidate will be responsible for the following: Assist the Financial Planning team with administrative needs. Coordinate the financial planning process and gather required information. Coordinate the consolidated reporting process and gather required information.Process client data and complete data entry in consolidated reports. Ensure consolidated reports are prepared and scheduled. Ensure client data integrity and system updates. Perform other Financial Planning tasks such as meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, and other duties as assigned.Assist with ad‑hoc duties and projects as required. Success for Your Role

Demonstrate BDO's core values of Integrity, Respect, and Collaboration in all aspects of your work. Understand your clients’ industry, challenges, and opportunities; be described as positive, professional, and delivering high quality work. Identify, recommend, and focus on effective service delivery to your clients.Share in an inclusive and engaging work environment that develops, retains, and attracts talent. Actively participate in adopting digital tools and strategies to drive an innovative workplace. Grow your expertise through learning and professional development. Be self‑motivated. Experience and Education

2+ years of experience in the wealth or financial planning industry (banking, insurance, investment related workplace). Degree or diploma in a relevant field. Complete or working toward a CFP designation is considered an asset. Inquisitive, curious attitude with continuous questioning and improvement mindset.Strong problem‑solving, analytical, and communication skills. Proficiency with Microsoft Office Suite. Ability to work well independently with minimal supervision. Strong attention to detail. Solid administration and organization skills. Benefits

Competitive total cash compensation that recognizes and rewards performance. Flexible benefits from day one, including a market‑leading personal time‑off policy. Reimbursement for wellness initiatives that fit your lifestyle. We are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate differences among employees in terms of race, religious beliefs, disabilities, age, marital status, family status, gender, and sexual orientation. If you require accommodation to complete the application process, please contact us.

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