Wealth Advisor Toronto, ON

Nicola Wealth Management Ltd.; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

Nicola Wealth is seeking a highly motivated Wealth Advisor to provide comprehensive wealth planning and investment management solutions. This role involves developing client relationships and delivering impeccable client service through a hybrid work model in Toronto, alongside a team focused on holistic financial management.

Qualifications

• 2-10+ years of experience in a similar role, preferably in a financial planning firm.
• Demonstrated technical proficiency in financial planning, asset management, and insurance.

Responsibilities

• Develop and manage new and existing client relationships.
• Prepare ongoing analysis of investment portfolio design and risk management.
• Ensure all client information and regulatory requirements are up to date.

Skills

Interpersonal skills

Client-focused

Attention to detail

Problem solving

Education

Chartered Investment Manager (CIM)

CFA Level 1

Licensed for Life, Sickness & Accident Insurance

Job description

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!

Position Summary

As a Wealth Advisor at Nicola Wealth, you are 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.

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.

The location will be a hybrid work model located in Toronto, ON.

Key Accountabilities :

• 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.
• Prepare 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.
• Ensure all client information and regulatory requirements are up to date and current.
• Develop and strengthen client relationships and build 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 enhance your expertise through attending seminars, continued education, and proactive personal development.

Experience and Qualifications :

• Seeking candidates with varying levels of experience (2-10+ years) 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.

Key Attributes :

• 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 both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles : www.nicolawealth.com / careers .

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [emailprotected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!