Wealth Management Professional

7 hours ago


Vancouver, 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 deliver holistic financial solutions and drive business growth.
  • Continuously enhance your expertise through ongoing education and professional development.
Requirements
  • Minimum 5-10 years of experience in a similar role, preferably in a financial planning firm.
  • Certified Financial Planner (CFP) designation.
  • Chartered Investment Manager (CIM) or completion of CFA Level 1.
  • Licensed for Life, Sickness & Accident Insurance.
  • Strong interpersonal skills, with the ability to build trusted client relationships.
  • Entrepreneurial spirit, with a desire to work in a team-oriented environment.
What We Offer

Nicola Wealth is a dynamic and inclusive workplace that values innovation, collaboration, and excellence. As a Wealth Advisor, you will have the opportunity to make a real impact on our clients' lives and contribute to the growth and success of our business.



  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola 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 ResponsibilitiesDevelop and manage new and existing client...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola 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 ResponsibilitiesDevelop and manage new and existing client...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionTo provide exceptional wealth management services that meet the unique needs of our clients.To build long-term relationships with our clients...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionTo provide exceptional wealth management services that meet the unique needs of our clients.To build long-term relationships with our clients...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionWe are dedicated to delivering exceptional wealth management services, tailored to meet the unique needs of our clients.Our TeamWe have a team...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we believe that our clients deserve unparalleled service, and the same applies to our team members. By uniting intelligent, dedicated, and high-caliber professionals from various backgrounds, we provide outstanding client service in a vibrant work atmosphere. The collaborative, innovative, and entrepreneurial culture that defines us...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we believe in providing unparalleled service to our clients while fostering a supportive environment for our team members. Our commitment to excellence is reflected in our diverse and talented workforce, where collaboration and innovation are at the forefront of our operations. We are dedicated to cultivating a culture that empowers our ...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we prioritize excellence for both our clients and our team members. Our commitment to assembling a diverse group of intelligent, dedicated professionals enables us to provide outstanding client service in a vibrant work atmosphere. The collaborative and innovative culture we foster empowers our Wealth Advisors to significantly influence...


  • Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    About the OpportunityRBC Dominion Securities, a leading investment and wealth management firm, is seeking a skilled Associate Wealth Advisor & Financial Planner to join its downtown Vancouver office. As a valued team member, you will deliver customized advice and wealth management strategies to high-net-worth clients.This is an on-site role that requires at...


  • Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    About the OpportunityRBC Dominion Securities, a leading investment and wealth management firm, is seeking a skilled Associate Wealth Advisor & Financial Planner to join its downtown Vancouver office. As a valued team member, you will deliver customized advice and wealth management strategies to high-net-worth clients.This is an on-site role that requires at...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    {"h2": "Insurance Agent Role at Nicola Wealth Management Ltd.", "p": "We are seeking a skilled Insurance Agent to join our team at Nicola Wealth Management Ltd.As an Insurance Agent, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. You will also ensure that all necessary forms...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    {"h2": "Insurance Agent Role at Nicola Wealth Management Ltd.", "p": "We are seeking a skilled Insurance Agent to join our team at Nicola Wealth Management Ltd.As an Insurance Agent, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. You will also ensure that all necessary forms...


  • Vancouver, British Columbia, Canada TD Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at TD. As a key member of our Private Wealth Management group, you will be responsible for leading a team of professionals in providing exceptional client service and driving business growth.Key Responsibilities:Leadership and Team Management:...


  • Vancouver, British Columbia, Canada TD Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at TD. As a key member of our Private Wealth Management group, you will be responsible for leading a team of professionals in providing exceptional client service and driving business growth.Key Responsibilities:Leadership and Team Management:...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    Insurance Advisor PositionAt Nicola Wealth Management Ltd., we are seeking an experienced Insurance Advisor to join our team of professionals.RequirementsNo formal education or certification required3-5 years of experience in the insurance industryKey ResponsibilitiesConduct market research to identify potential client opportunitiesCalculate and provide...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    About the RoleWe are seeking a highly skilled Insurance Professional to join our team at Nicola Wealth Management Ltd. as an Insurance Agent.Key ResponsibilitiesMarket Analysis: Conduct thorough market analysis to identify potential client markets and assess their insurance needs.Premium Calculation: Accurately calculate premiums for clients based on their...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    About the RoleWe are seeking a highly skilled Insurance Professional to join our team at Nicola Wealth Management Ltd. as an Insurance Agent.Key ResponsibilitiesMarket Analysis: Conduct thorough market analysis to identify potential client markets and assess their insurance needs.Premium Calculation: Accurately calculate premiums for clients based on their...