Financial Management Advisor (Financial Planning)

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. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. 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.
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.
This role will operate on a hybrid working model based in our Kelowna office.
Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth.
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.
Proactively enhance your expertise through attending seminars, continued education, and proactive personal development.
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.
Certified Financial Planner (CFP).
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.
Creative approach to problem solving and developing innovative solutions for clients.
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.