Wealth Planning Associate

3 weeks ago

Calgary, Canada Nicola Wealth Full time

**About Nicola Wealth**:
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**About the Team**:
Be part of the team that provides invaluable support to our sophisticated and highly respected team of Wealth Advisors. This team values collaboration, learning, development, accountability, and client excellence in every way. This highly successful team continues to grow and evolve at a rapid pace.

**Purpose of the Role**:
**Core Responsibilities**:

- Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our 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, 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.
- Thrive in a dynamic, fast paced, and 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.
- Thank you for your interest in a career with Nicola Wealth_

  • Wealth Planning Associate

    2 weeks ago

    Calgary, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Associate

    3 weeks ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries. The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    1 week ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    2 weeks ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    3 weeks ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    3 weeks ago

    calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    3 weeks ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    2 weeks ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries. The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    2 weeks ago

    Calgary, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    2 weeks ago

    Calgary, AB, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries. The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    2 weeks ago

    Calgary, AB, Canada Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries. The Wealth Associate will work closely with a team of Wealth...

  • Wealth Associate

    3 weeks ago

    Calgary, Alberta, D3J, CA Rothenberg Wealth Management Full time

    Rothenberg Wealth Management is looking for a Wealth Associate to join our growing, dynamic team. The successful candidate will be an integral part of the team by providing exceptional and efficient service. Taking care of all tasks related to client accounts and responding to client inquiries.The Wealth Associate will work closely with a team of Wealth...

  • Associate Wealth Advisor

    3 days ago

    Calgary, Canada CC&L Private Capital Full time

    Position: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held...

  • Executive Assistant, Private Wealth

    2 weeks ago

    Calgary, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Wealth Planning Advisor

    4 weeks ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Distribution and Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning...

  • Wealth Planning Advisor

    3 weeks ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. Wealth **Quality...

  • Private Wealth Associate

    7 days ago

    Calgary, Alberta, Canada Nicola Wealth Management Ltd. Full time

    About Nicola Wealth Management Ltd.We're a leading private wealth management firm in Canada, dedicated to providing exceptional service to our ultra-high-net-worth clients. We're passionate about building long-lasting relationships with our clients and understanding their unique needs and goals.We're looking for a highly skilled and experienced Executive...

  • Wealth Associate

    3 weeks ago

    Calgary, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Assist the Wealth...

  • Investment Associate

    2 weeks ago

    Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

    **Investment Associate** **Location**:This position will be based out of our Calgary office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...

  • Wealth Associate

    4 weeks ago

    Calgary, Canada National Bank of Canada Full time

    A career as a licensed Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...