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Experienced Wealth Planning Specialist

3 months ago

Burlington, Ontario, Canada Nicola Wealth Management Ltd. Full time $78,000 - $108,000
About Nicola Wealth:

At Nicola Wealth, we take pride in our advanced financial strategies, diverse private investment opportunities, and outstanding client satisfaction, reflected in our impressive 99% retention rate. Recognized as a Best Managed Company and one of Canada's Top Employers, we are committed to our core values during this exciting growth phase.

Our team comprises intelligent, dedicated, and supportive professionals from various backgrounds, working together to deliver exceptional client service in a values-driven environment. The collaboration, creativity, and entrepreneurial spirit that define us offer a unique opportunity for you to make a significant impact and cultivate a fulfilling career. If you share our passion for excellence, we would love to connect.

About the Team:

The Advisory Services Associates Team consists of high-achieving, knowledgeable professionals dedicated to providing outstanding client service at every turn. Our team thrives on collaboration, expertise, and innovation.

Purpose of the Role:

The Senior Wealth Planning Specialist role focuses on managing our internal Staff Accounts portfolio. This position allows you to utilize your investment, financial, and insurance planning expertise to offer the best financial guidance to our most valuable asset: our employees. You will provide this comprehensive advice confidentially, building trust with your colleagues while enhancing your skills in preparation for a future as a Wealth Advisor.

This is a full-time, permanent position based in our Vancouver office, with a flexible and hybrid work policy requiring in-office attendance three days a week.

Core Responsibilities:
  • Lead proactive engagement with new and existing clients (employees) through needs-based assessments, delivering clear and tailored financial and investment planning advice.
  • Prepare detailed, ongoing, and customized analysis and client meeting materials, including:
    • Investment portfolio design
    • Risk management strategies
    • Retirement income planning
    • Estate planning
    • Cash flow management
    • Capital needs assessment
    • Tax optimization
  • Provide exceptional client service by staying attuned to the evolving needs and circumstances of clients, maintaining their trust as a reliable advisor.
  • Cultivate client confidence and loyalty.
  • Ensure all client information and regulatory compliance are current and accurate.
  • Develop and present financial literacy resources and events.
  • Generate leads and prospects.
  • Undertake other relevant responsibilities as assigned based on organizational needs.
Required Skills & Qualifications:
  • A minimum of 5 years of relevant experience in a client-facing role within a wealth management firm, with direct exposure to investment, financial, and insurance planning.
  • Must meet registration qualifications and have obtained:
    • CIM or CFA Level 1; AND
    • Life License Qualification Program (LLQP)
  • Excellent written and verbal communication skills, along with superior interpersonal abilities.
  • Strong analytical skills and proficiency with numerical data.
  • Keen attention to detail and observant nature.
  • An entrepreneurial mindset complemented by strong teamwork skills.
  • Creative problem-solving abilities and a talent for developing innovative client solutions.
  • Capability to simplify complex information and concepts for clients.
  • A commitment to excellence and integrity.
Additional Skills & Qualifications:
  • 2+ years of experience at Nicola Wealth (for internal candidates only)
  • Completion of the CFP or QAFP designation within the first year in the role.
Compensation & Benefits Package:

At Nicola Wealth, our employees are the cornerstone of our success, delighting our clients and embodying our values daily. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. From day one, you can participate in our profit-sharing and benefit programs, as well as our employee share ownership program, going beyond a conventional salary and bonus structure.

This position offers a competitive base salary range of $78,000-$108,000, depending on experience, skills, qualifications, and internal equity.

Our total rewards package includes:

  • Performance-based bonuses.
  • Quarterly profit-sharing based on business performance, as we believe in sharing success.
  • Opportunities for ownership through our corporate employee share purchase program.
  • Employer RRSP contributions without matching requirements.
  • Paid time off for vacation, study, and volunteerism, along with flexible personal leave days to ensure work-life balance.
  • Comprehensive health, dental, and mental health coverage; Personal Wellness account.
  • Flexible work arrangements.
  • Professional development programs, coaching, and support, including opportunities for internal mobility across teams and locations.
  • An award-winning, inclusive, and supportive workplace culture.

We are an inclusive, equal opportunity employer. For more information about this and other roles, please refer to our website.

We prioritize removing barriers to provide equal access to employment. If you require reasonable accommodation during the recruitment process, please contact us, and we will work with you to meet your needs. All information shared during the accommodation request process will be handled in accordance with applicable laws and Nicola Wealth policies.

Thank you for considering a career with Nicola Wealth.