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Financial Planning Expert

2 months ago

Kelowna, British Columbia, Canada Nicola Wealth Full time

About Us

Nicola Wealth is a leading financial services company that provides comprehensive wealth management solutions to individuals and families. Our team of experienced professionals is dedicated to delivering exceptional client service and building long-term relationships.

Job Summary

We are seeking a highly motivated and experienced Wealth Management Professional to join our team. As a key member of our advisory team, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide ongoing investment advice and portfolio management services to clients, ensuring that their investments are aligned with their financial goals and risk tolerance.
  • Build and maintain strong relationships with clients, providing exceptional service and support to ensure their ongoing satisfaction.
  • Collaborate with other members of the advisory team to share knowledge and best practices, and to ensure that clients receive a seamless and comprehensive service.
  • Stay up-to-date with industry developments and regulatory changes, and ensure that clients are aware of any changes that may impact their financial plans.

Requirements

  • Minimum 5-10 years of experience in a similar role, preferably in a financial planning firm with a high degree of client contact and exposure to both insurance and investment planning.
  • Certified Financial Planner (CFP) designation.
  • Chartered Investment Manager (CIM) or completion of CFA Level 1.
  • Licensed for Life, Sickness & Accident Insurance.
  • Other industry education and designations would be considered an asset.

Competencies

  • Strong interpersonal skills with the ability to build trusted client relationships.
  • Extremely client-focused.
  • Highly observant with close attention to detail.
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
  • Creative approach to problem solving and developing innovative solutions for clients.
  • The ability to explain complex information and concepts simply and clearly.
  • Commitment to excellence and a high level of integrity.
  • Self-motivated; driven to exceed established goals and focus on excellence.
  • Proactive and demonstrates a high degree of perseverance.

What We Offer

Nicola Wealth offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to attracting and retaining top talent, and offer a competitive compensation package and benefits program.