Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
About the role
- Accounting assurance co-op student supporting BDO Canada client engagements. Preparing working papers, compiling financial information, and gathering evidence for assurance assignments.
Responsibilities
- Utilize technical knowledge from courses to carry out work projects and assignments
- Prepare and complete working papers, financial information, and compilation engagements per regulatory standards
- Gather evidence for Assurance and Accounting engagements
- Build positive working relationships with clients and respond to requests and suggestions
- Communicate with team members regarding progress updates and issues
- Understand clients’ industries, challenges, and opportunities
- Recommend and focus on effective service delivery
- Participate in the adoption of digital tools and strategies
- Develop expertise through learning and professional development
Requirements
- Currently working towards a degree focused in accounting
- Long-term goal of becoming a CPA
- Desire to provide outstanding client service
- Commitment to teamwork
- Proven leadership skills
- Ability to take initiative to seek understanding
- Strong attention to detail
- Problem-solving skills
- Analytical skills
- Communication skills
- Technical knowledge from accounting courses
- Ability to work in the office, at client sites, and virtually as part of BDO’s blended model
Benefits
- Pre-approved CPA programs across 100+ offices
- Mentorship and support
- Reimbursement of exam fees
- Enrollment in Canada’s leading CFE prep course
- Flexible options for study leave
- Extensive opportunities for learning and development
- Support for personal goals outside the office and community involvement
- Collaborative, inclusive environment
- Local and national community events
- Competitive total cash compensation
- Comprehensive benefits from day one
- Flexible personal time off policy
- Reimbursement for wellness initiatives
- Accommodation support for the application process
Job title
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Experience level
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Degree requirement
No Education Requirement
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