Personal Wealth Advisors

BOMCAS Canada’s Personal Wealth Advisors are architects of financial dreams. With a deep understanding of Canadian wealth management, they design comprehensive strategies that encompass investment planning, estate management, and retirement aspirations. Their expertise transforms aspirations into attainable financial realities.

Personal Wealth Advisor

BOMCAS Canada

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Full Time Positions

Edmonton, Alberta Location

Posted 11 months ago

About BOMCAS Canada: BOMCAS Canada is a distinguished accounting firm dedicated to delivering exceptional financial solutions tailored to a diverse clientele. Rooted in expertise, innovation, and client-centric values, we excel in providing unparalleled service in the dynamic landscape of finance. Our team of professionals upholds the highest standards of precision, strategic insight, and client satisfaction, ensuring our clients receive the best in personal wealth advisory services. Job Overview: BOMCAS Canada is seeking an experienced Personal Wealth Advisor to join our team. As a Personal Wealth Advisor, you will play a critical role in helping clients achieve their financial aspirations and objectives. Your expertise in financial planning, investment strategies, and wealth management will guide clients through the complexities of growing and preserving their wealth. Responsibilities:

Collaborate closely with clients to understand their financial goals and life objectives.
Conduct comprehensive financial assessments to determine clients' current financial positions.
Develop personalized financial plans tailored to clients' unique needs and aspirations.
Provide guidance on investment strategies, retirement planning, and estate management.
Analyze financial data to offer recommendations for optimizing clients' wealth portfolios.
Monitor market trends and economic factors to adjust investment strategies as needed.
Offer advice on tax-efficient wealth management and legacy planning.
Build and maintain strong client relationships, acting as a trusted financial advisor.
Educate clients on financial literacy and empower them to make informed decisions.
Collaborate with cross-functional teams to deliver comprehensive financial solutions.

Qualifications:

CPA designation or relevant financial certifications (CFP, CFA, etc.).
Proven track record of providing personal wealth advisory services.
Strong financial analysis skills to interpret client financial data and offer insights.
Excellent communication skills to convey complex financial concepts clearly.
Client-focused mindset with the ability to understand and address clients' financial needs.
Ethical and professional approach to delivering personal wealth advisory services.

Why BOMCAS Canada:

Wealth Expertise: Lead the firm's personal wealth advisory services.
Client Success: Help clients achieve their financial goals and life objectives.
Professional Development: Expand your expertise in wealth management and planning.
Industry Impact: Contribute to the firm's reputation for exceptional wealth advisory services.
Collaboration: Work in a collaborative environment to deliver tailored solutions.
Competitive Compensation: Enjoy a competitive salary and benefits package.

As a Personal Wealth Advisor at BOMCAS Canada, you'll be a vital contributor to our clients' financial well-being and the firm's commitment to delivering top-tier personal wealth advisory solutions. Join us in shaping the future of financial planning and making a significant impact on our clients, team, and industry.

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Personal Wealth Advisors

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hello yes

23:16 14 Aug 23

One of the Best Accountant in Edmonton. They provide wonderful accounting and tax services for me. Looking forward to next year again.

Shelby Baker

10:34 05 Apr 21

Really happy with Bomcas Ltd Accounting & Tax Services! They have offered me specialized service for all tax requirements for accounting, incorporation and taxes. I have referred them to several people.

Kevin (Kevinstrek)

15:35 16 Mar 21

Came to the company by Google search for a trucking accountant. They turned out to be a very competent and experienced firm. I really liked the online aspect where you can do the entire transaction without ever stepping foot in the office. I just app scanned all my tax forms and set them in. They will ask for anything you don't send if needed and it was all done in a few days. I also paid via online payments. It's convenient being a truck driver as I'm not around much. The quality of service is great and they caught all the details of trucking and I claimed things other accountants have missed. For sure I'll be recommending them to others and coming back next year.

Richard Obanion

07:21 11 Mar 21

So excellent and efficient! BOMCAS handled my personal tax. Truly affordable charges and amazing services. I would like to recommend it to all my friends who need it. Thanks a lot!

Kendra Robinson-Browne

18:19 13 Jan 21

We used Bomcas for our taxes last year, and we were very impressed! The service was fast, efficient, knowledgeable, and most importantly, Karen seems to really enjoy what she does. They are very affordable, and we will be using them again and again. I would highly recommend using them for all your tax and accounting needs!

Devine Smith-Moulton

07:00 13 Jan 21

The professionalism I receive from the staff at Bomcas is exceptional. My tax return is done accurately and in a timely manner. I would recommend anyone to this company. You get your money's worth.

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Personal Wealth Advisors