Wealth Management Professional

2 months ago

Kelowna, British Columbia, Canada Nicola Wealth Full time
About the Role

Nicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.

Key Responsibilities
  • Build and maintain strong client relationships through exceptional service and tailored advice.
  • Develop and implement personalized financial plans, including estate planning, tax planning, and investment management.
  • Stay up-to-date with industry trends and regulatory requirements to ensure clients receive the best possible advice.
  • Collaborate with internal teams to contribute to the growth and development of our advisory services.
  • Participate in ongoing professional development to enhance expertise and stay current with industry best practices.
Requirements
  • Minimum 5-10 years of experience in a similar role, preferably in a financial planning firm with a high degree of client contact.
  • Certified Financial Planner (CFP) designation.
  • Chartered Investment Manager (CIM) or completion of CFA Level 1.
  • Licensed for Life, Sickness & Accident Insurance.
  • Demonstrated technical proficiency in financial planning, asset management, and insurance.
Competencies
  • Strong interpersonal skills with the ability to build trusted client relationships.
  • Client-focused with a high level of attention to detail.
  • Entrepreneurial spirit with a desire to work in a team-oriented environment.
  • Ability to explain complex information and concepts simply and clearly.
  • Commitment to excellence and a high level of integrity.

Please submit your application, including a cover letter and resume, to be considered for this exciting opportunity. We are an inclusive equal opportunity employer.

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