At Nicola Wealth Management, our clients deserve the best. The same goes for our people. We invest in our employees in order to support our business through a period of significant growth.
As a Financial Planning Associate you will help our clients get the best that Nicola Wealth Management has to offer, and you will receive the same in return.
Financial Planning Associate
By bringing together smart, dedicated, high caliber colleagues from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment.
The collaboration, creativity and entrepreneurial spirit we were founded on provide the opportunity for incoming employees to make a real impact.
We are passionate about our business and our culture, and are looking to attract, retain and develop individuals who have that same drive.
We take pride in our work and are trusted advisors to our clients. We are looking for talented, highly motivated individuals with exceptional experience who can embody our culture and values as a creative, collaborative and hard-working organization.
Do you have a passion for financial planning? This is an exciting opportunity to join a team responsible for providing extraordinary service to our high-
net worth clients. This is an intermediate, financial planning support position that works in collaboration with Advisor(s) to provide our clients with holistic financial planning and investment management advice.
This role is located in Vancouver.
As a Financial Planning Associate within the Advisory Services Team, your main responsibilities will involve :
As a Financial Planning Associate within the Advisory Services Team, your skills and qualifications will include :
You have a minimum of three years related work experience
Completion of FPSC Level 1 Certificate in Financial Planning