Wealth Management Professional
2 months ago
Nicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.
Key Responsibilities- Develop and manage new and existing client relationships, providing advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management and insurance, and investment management.
- Leverage your technical planning and client relationship skills to build a business within Nicola Wealth.
- Deliver an impeccable level of client service by remaining aware of the changing needs and circumstances of your clients and maintaining their confidence as trusted advisor.
- Prepare ongoing analysis with respect to investment portfolio design, risk management (insurance planning), retirement income needs, estate planning, cash flow budgeting, education requirements, capital needs analysis and tax planning.
- Ensure all client information and regulatory requirements are up to date and current.
- Develop and strengthen client relationships and build new relationships via client referrals, centers of influence, networking and other business development opportunities.
- Partner with others in the firm to contribute to the ongoing development of the advisory team, as well as providing coaching and mentorship to others.
- Proactively enhance your expertise through attending seminars, continued education and proactive personal development.
- 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).
- 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.
- Demonstrated technical proficiency in financial planning, asset management and insurance.
- 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.
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