Wealth Planning Associate
3 days ago
About Nicola Wealth Nicola Wealth is a national leader in wealth management, recognised as a Best Managed Company and one of Canada’s Top Employers. We offer sophisticated financial planning, diversified private investment funds with exceptional performance, a 99 % client retention rate, and an award‑winning culture. Our values drive a collaborative, creative, and entrepreneurial approach that gives you the opportunity to make a real impact and build a rewarding career. Role Overview As a Wealth Planning Associate you will be a trusted business partner to our Wealth Advisors, providing exceptional administrative support to ensure client needs are met. This is a full‑time, permanent role based in our Vancouver office. As part of our flexible hybrid work policy you will be expected to work in the office 3 days per week. Core Responsibilities Support Wealth Advisors to provide first‑class financial planning and strategic wealth management services to clients. Manage client reviews, schedule meetings, and prepare client meeting materials. Prepare investment portfolio reviews. Perform insurance needs analysis. Manage day‑to‑day client requests and partner with various internal Nicola Wealth teams to execute responsibilities as applicable. Deliver a high level of end‑to‑end personalized client service with rapid resolution of queries. Engage in ongoing learning and development to improve skills and knowledge. Other relevant and related responsibilities as assigned and as the needs of the organization change. Required Skills & Qualifications 3+ years’ related work experience in a client‑facing role at a wealth management firm with exposure to investment, financial planning, and insurance planning. Canadian Securities Course (CSC). Excellent written and verbal communication skills. Demonstrated ability to work with numbers with an analytical mindset. Exceptional interpersonal and relationship management skills. Resourceful self‑starter who takes accountability for, and pride in, their work. Thrives in a dynamic, fast paced, & deadline driven environment. Ability to focus on complex tasks for long periods of time with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualifications Completion (or in the process of completion) of the following is considered an asset: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) Experience with a CRM, ideally Salesforce. Compensation & Benefits Package This position comes with a base salary range of $70,000 - $85,000 plus a competitive performance bonus, RRSP contribution and participation in our profit‑sharing program. Base salary will be commensurate with experience, skills and qualifications. For a complete picture of our compensation and benefits, visit www.nicolawealth.com/total-rewards. Application Information Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers. It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at accessibility@nicolawealth.com and we will work with you to meet your needs. Thank you for your interest in a career with Nicola Wealth Richmond, British Columbia, Canada #J-18808-Ljbffr
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