Wealth Planning Associate

3 weeks ago

Calgary, Canada Nicola Wealth Full time

Join to apply for the Wealth Planning Associate (Calgary) role at Nicola Wealth. At Nicola Wealth, we combine sophisticated financial planning, diversified private investment funds, and award‑winning culture to become a national leader in wealth management. Recognised as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our values through significant growth. Purpose of the Role As a trusted business partner to our Wealth Advisors, you will provide exceptional administrative support to ensure client needs are met. This full‑time, permanent role is based in our Calgary office. Core Responsibilities Support Wealth Advisors in delivering first‑class financial planning and strategic wealth management services. 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 internal Nicola Wealth teams to execute, as applicable. Deliver a high level of end‑to‑end personalised 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 needs of the organization change. Required Skills & Qualifications 3+ years of related client‑facing experience in 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 with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualifications Completion or progress towards 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 offers 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. Our comprehensive compensation and benefits package reflects our appreciation for your commitment. You can join our profit‑sharing and share‑ownership programs from day one. EEO Statement We are an inclusive, equal‑opportunity employer. If you require reasonable accommodation during the recruitment process, please contact accessibility@nicolawealth.com and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in accordance with applicable laws and our policies. Please include both a cover letter and resume in support of your application. #J-18808-Ljbffr

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