Wealth Planning Associate (18 month contract)

Nicola Wealth; Kelowna; On-site; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Profit sharing

Benefit programs

Share ownership program

Job summary

Nicola Wealth in Kelowna, BC, is seeking a Wealth Planning Associate to support Wealth Advisors with comprehensive financial planning and client service.

You will help prepare investment portfolio reviews, perform insurance needs analysis, schedule meetings, and contribute to day-to-day efficiency across internal teams. This role emphasizes learning and professional growth within a values-driven wealth management environment.

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.
• Post-secondary education in finance or related discipline.
• Canadian Securities Course (CSC).
• CFP, QAFP
• CIM, CFA Level 1
• LLQP
• Excellent written and verbal communication skills.
• Resourceful self-starter who takes accountability for, and pride in, their work.
• Exceptional interpersonal and relationship management skills.
• Demonstrated ability to work with numbers with an analytical mindset.
• Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.
• Thrive in a dynamic, fast paced, and deadline driven environment.
• Ability to maintain professionalism and collaboration under pressure.
• Must be legally eligible to work in Canada for any employer

Responsibilities

• Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
• Provide leverage to Wealth Advisors through proactive partnership, mentorship of associates, and contributions to day-to-day efficiency.
• Manage day-to-day client requests and partner with various internal Nicola Wealth teams to execute, as applicable.
• Manage client reviews, schedule meetings, and prepare client meeting materials.
• Prepare investment portfolio reviews, rebalancing, and global asset allocation analysis for clients and prospects.
• Perform insurance needs analysis.
• 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.

Skills

Client service

Communication

Analytical mindset

Numbers proficiency

Prioritization

Education

Post-secondary education in finance

Canadian Securities Course (CSC)

CFP

QAFP

CIM

CFA Level 1

LLQP

Job description

About Nicola Wealth:

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 98% 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!

Purpose of the Role:

As a trusted partner to our Wealth Advisors, the Wealth Planning Associate plays a critical role in delivering exceptional client service and supporting comprehensive wealth management solutions. This position combines administrative excellence with a commitment to learning and professional growth in financial services. By supporting client interactions and collaborating across internal teams, you help ensure every client experience is personalized and seamless.

Core Responsibilities:

• Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.


• Provide leverage to Wealth Advisors through proactive partnership, mentorship of associates, and contributions to day-to-day efficiency.


• Manage day-to-day client requests and partner with various internal Nicola Wealth teams to execute, as applicable.


• Manage client reviews, schedule meetings, and prepare client meeting materials.


• Prepare investment portfolio reviews, rebalancing, and global asset allocation analysis for clients and prospects.


• Perform insurance needs analysis.


• 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.


• Post-secondary education in finance or related discipline.


• Canadian Securities Course (CSC).


• 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)
  
  
  
  


• Excellent written and verbal communication skills.


• Resourceful self-starter who takes accountability for, and pride in, their work.


• Exceptional interpersonal and relationship management skills.


• Demonstrated ability to work with numbers with an analytical mindset.


• Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.


• Thrive in a dynamic, fast paced, and deadline driven environment.


• Ability to maintain professionalism and collaboration under pressure.


• Must be legally eligible to work in Canada for any employer

Compensation & Benefits Package:

This position comes with a base salary range of $70,000 - $80,000 plus a competitive performance bonus. Base salary will be commensurate with experience, skills, and qualifications.

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. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.

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 [e-mail] 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!