Wealth Advisor

Position Summary 

As a Wealth Advisorat 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 Advisorsare 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.

 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: 

• 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. 

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.