Wealth Planning Associate (18 month contract)

About Nicola Wealth

Purpose of the role

Core responsibilities

• Support Wealth Advisors in delivering financial planning and strategic wealth-management services.
• Partner proactively with Wealth Advisors, mentor associates, and contribute to day-to-day efficiency.
• Manage client requests and coordinate execution with internal teams.
• Manage client reviews, schedule meetings, and prepare meeting materials.
• Prepare portfolio reviews, rebalancing, and global asset-allocation analysis for clients and prospects.
• Perform insurance needs analysis and provide personalized client service with prompt query resolution.
• Engage in ongoing learning and development; take on other relevant duties as organizational needs change.

Required qualifications

• 3+ years of related client-facing experience at a wealth-management firm, with exposure to investment, financial planning, and insurance planning.
• Post-secondary education in finance or a related discipline.
• Canadian Securities Course (CSC).
• Excellent written and verbal communication, interpersonal, and relationship-management skills.
• Resourceful, accountable, analytical, and able to focus on complex tasks while managing competing priorities and deadlines.
• Able to work professionally and collaboratively in a fast-paced, deadline-driven environment.
• Must be legally eligible to work in Canada for any employer.

Assets

• CFP, QAFP, CIM, CFA Level 1, or LLQP completion or progress toward completion is considered an asset.

Compensation

• Base salary is $70,000–$80,000 plus a performance bonus; salary is commensurate with experience, skills, and qualifications.

Contract and application