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Wealth Planning Associate

2 weeks ago

Vancouver, Canada Nicola Wealth Full time

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**About the Team**:
Be part of the team that provides invaluable support to our sophisticated and highly respected team of Wealth Advisors. This team values collaboration, learning, development, accountability, and client excellence in every way. This highly successful team continues to grow and evolve at a rapid pace.

**Purpose of the Role**:
This is a full-time, permanent role based in our Vancouver office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week.

**Core Responsibilities**:

- Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
- Manage client reviews, schedule meetings, and prepare client meeting materials.
- Prepare investment portfolio reviews.
- Perform insurance needs analysis.
- Manage day-to-day client requests and partner with various internal teams to execute, as applicable.
- Deliver a high level of end-to-end personalized client service with rapid resolution of queries.
- Engage in ongoing learning and development to improve skills and knowledge.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.

**Required Skills & Qualifications**:

- 3+ years' related work experience in a client facing role, at a wealth management firm with exposure to investment, financial planning, and insurance planning.
- Canadian Securities Course (CSC).
- Excellent written and verbal communication skills.
- Demonstrated ability to work with numbers with an analytical mindset.
- Exceptional interpersonal and relationship management skills.
- Resourceful self-starter who takes accountability for, and pride in, their work.
- Thrive in a dynamic, fast paced, and deadline driven environment.
- Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.
- Ability to maintain professionalism and collaboration under pressure.

**Additional Skills & Qualifications**:

- Completion (or in the process of completion) of the following is considered an asset:

- Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP)
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1
- Life License Qualification Program (LLQP)
- Experience with a CRM.

**Compensation & Benefits Package**:
At Nicola Wealth, our people grow our business, delight our clients and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it's participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure.

This position comes with a competitive base salary hiring range of **$63,800-$87**,000,** dependent on experience, skills, qualifications and internal equity.

As part of our total rewards package, we also offer:

- Performance-based bonus.
- Quarterly profit-sharing based on business performance because we believe the more we have, the more we can share.
- You can become an owner through our corporate employee share purchase program.
- Employer RRSP contribution with no matching required.
- Paid time off for vacation, studying, and volunteerism, along with flexible personal leave days because balance is important.
- Extended health, dental and mental health coverage; Personal Wellness account.
- Flexible work arrangements.
- Professional development programs, coaching and support including internal mobility across teams and geographies.
- An award winning, inclusive, and supportive culture.
- Thank you for your interest in a career with Nicola Wealth_