Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity We are seeking a detail-oriented and analytical Client Intake Specialist to support the Advisory practice. This role centralizes client intake and oversees conflict-of-interest (COI) and independence checks, client and engagement acceptance (CEA) processes, and targeted background research. The successful candidate will ensure timely, high-quality onboarding of clients and engagements in compliance with Firm and professional standards. You will own the following responsibilities:

• Prepare and submit COI and independence checks for Advisory engagements, documenting results and escalating potential issues as required.
• Manage end-to-end CEA submissions, ensuring accuracy, data integrity, and auditability.
• Perform background and reputational research on clients, counterparties, and related entities, summarizing key findings and risk considerations.
• Apply Firm risk and compliance policies while balancing quality and turnaround expectations.
• Act as a primary contact for Partners and engagement teams on intake processes; educate stakeholders on CEA and risk procedures.
• Collaborate with Risk Management and the Client & Engagement Acceptance Centre of Excellence to address inquiries and escalations.
• Contribute to continuous improvement by standardizing templates, tracking metrics, and identifying opportunities to streamline processes.

Skills & Qualifications

• Strong analytical and research skills, including corporate background and open-source (OSINT) research.
• Excellent written communication and ability to produce concise, professional risk summaries.
• Proven attention to detail, sound judgment, and ability to manage sensitive information with discretion.
• Experience with CRM, client intake, or conflict-management systems an asset.
• Demonstrated adaptability, problem-solving, and relationship-building skills.
• Growth mindset and commitment to continuous learning.
• Consistently meets throughput targets (5–10 COI and 3–5 CEA cases daily, depending on complexity).
• Maintains high data quality, documentation accuracy, and compliance with Firm policies.
• Enhances partner experience and supports timely, compliant client onboarding.

How do we define success for your role?

• You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration
• You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work
• You identify, recommend, and are focused on effective service delivery to your clients
• You share in an inclusive and engaging work environment that develops, retains and attracts talent
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
• You grow your expertise through learning and professional development

Your Experience & Education

• University degree; research/critical-thinking disciplines would be an asset (e.g., Psychology, Political Science, Public Policy, Criminology).
• 0–2+ years in research, due diligence, compliance, intake, or professional services administration; technical accounting not required.

Why BDO? Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2025. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.

Our firm is committed to providing an environment where you can be successful in the following ways:

• We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
• We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
• We support your achievement of personal goals outside of the office and making an impact on your community.

Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

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Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.