Wealth Planning Associate

4 days ago

East York, Canada Hired Partners Full time

**Company Overview**

Hired Partners has been a leading recruiting firm in placing top financial Professionals since 2009. We specialize in placing permanent, temporary, and contract positions while also offering payroll services to our valued clients.

**Our Client**:
Our client is all about sophisticated financial planning, diversified private investment funds and exceptional performance, with a 99% client retention rate and 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.

**Job Summary**

**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 Nicola Wealth 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), Qualified Associate Financial Planner (QAFP)
- Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1
- Life License Qualification Program (LLQP)
- Experience with a CRM, ideally Salesforce

**Compensation & Benefits Package**:

- Base Salary between $70,000-$85,000
- Bonus (Paid out Annually)
- Profit Sharing (Paid out quarterly)
- Benefits

**With the opportunity to participate in our client's share ownership program, their people are able to go beyond a conventional salary and bonus structure.**

Pay: $70,000.00-$85,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Disability insurance
- Profit sharing
- RRSP match
- Vision care
- Wellness program

Schedule:

- Monday to Friday

**Experience**:

- Wealth Planning: 3 years (required)

Licence/Certification:

- CSC (required)
- CFP or QAFP (preferred)
- CIM or CFA (preferred)
- LLQP (preferred)

Work Location: Hybrid remote in East York, ON M4W 1B7

Expected start date: 2025-06-02

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