Wealth Advisor

Nicola Wealth; Kelowna; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Wealth Advisor, where you will leverage your expertise in financial planning to provide tailored investment management solutions. In this dynamic role, you will cultivate and manage client relationships, ensuring their unique financial needs are met with strategic advice on estate planning, tax management, and risk assessment. Collaborating with a talented team, you will contribute to a culture of excellence and innovation, enhancing both your skills and the success of your clients. This role offers a hybrid working model, providing flexibility while making a significant impact in the financial sector.

Qualifications

• 5-10 years experience in a client-focused financial planning role.
• CIM or CFA Level 1 completion preferred.

Responsibilities

• Develop and manage client relationships with comprehensive wealth planning.
• Deliver exceptional client service and maintain trust as an advisor.

Skills

Client Relationship Management

Financial Planning

Investment Management

Risk Management

Estate Planning

Tax Planning

Entrepreneurial Spirit

Attention to Detail

Education

Chartered Investment Manager (CIM)

CFA Level 1

Licensed for Life, Sickness & Accident Insurance

Job description

At Nicola Wealth, our clients deserve the best. The same goes for our people.

By bringing together smart, dedicated, high-calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth Advisors to make a real impact to both our business and our clients. We are passionate about our business and our culture, and are looking to attract, retain, and develop individuals who share our vision.

At Nicola Wealth, we pride ourselves on offering a higher level of strategic financial counsel for clients with sophisticated wealth planning needs. Through a collaborative working environment, our Wealth Advisors share their collective knowledge and experience to support the ongoing growth and development of our client-facing team and ensure we are a team with the skills and the knowledge base to understand the complexity of our clients’ lives in order to construct comprehensive and fully integrated financial plans.

We value strategic-minded individuals who take pride in producing exceptional work, have an entrepreneurial spirit, and are driven to help Nicola Wealth build a successful and sustainable business.

We are looking for a highly motivated Wealth Advisor with experience who can leverage our business model to deliver to clients the best that Nicola Wealth has to offer. With access to a widely diversified pool of public, private, and real estate investment options, and supported by our Asset Management, Client Service Specialists, Portfolio Administrators, and Reporting Teams, our Wealth Advisors are focused on providing our clients with a holistic approach to financial planning and wealth management.

Position Summary

As a Wealth Advisor at Nicola Wealth, you will be the trusted advisor providing comprehensive wealth planning and investment management solutions to satisfy each of our clients’ unique set of circumstances. You will 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.

This role will operate on a hybrid working model based in our Kelowna office.

As a Wealth Advisor, your primary responsibilities will include:

• Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth
• Delivering an impeccable level of client service by remaining aware of the changing needs and circumstances of your clients and maintaining their confidence as a trusted advisor
• Preparing 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
• Ensuring all client information and regulatory requirements are up to date and current
• Developing and strengthening client relationships and building new relationships via client referrals, centers of influence, networking, and other business development opportunities
• Partnering 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 enhancing your expertise through attending seminars, continued education, and proactive personal development

As a Wealth Advisor, your key experiences and qualifications will include:

• 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
• 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

As a Wealth Advisor, your key competencies will include:

• 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

Please include a Cover Letter and Resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles, go to Nicola Wealth Careers.