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Wealth Planning Associate Jobs
Company | Nicola Wealth |
Address | Vancouver, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-31 |
Posted at | 10 months ago |
Nicola Wealth Description
- Familiarizing with requirements for all aspects of new and existing account documentation.
- Supporting Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
- Delivering the “white glove service” at every interaction with clients, team members and colleagues.
- Preparing investment portfolio reviews and performing insurance needs analysis.
- Managing client reviews, scheduling meetings, and preparing client meeting materials, including preparation of documentation and client specific updates for Wealth Advisor(s).
- Managing and executing day-to-day client requests and delivering a high level of end-to-end personalized client service with rapid resolution of queries.
- Participating fully as a team member and continuously utilizing insights to improve the client experience and engaging in ongoing learning and development to improve skills and knowledge.
- Ability to maintain professionalism and collaboration under pressure.
- Ability to prioritize tasks in a dynamic and fast-paced, deadline driven environment.
- Ability to be resourceful and a self-starter.
- Ability to adapt to change and embrace change in a high-growth organization.
- Ability to focus on tasks during times when there is high volume with the same level of care to details and consistency in output.
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1
- Strong written and verbal communication skills with ability to build trust and relationships and to work collaboratively, confidentially and independently.
- Canadian Securities Course (CSC)
- Life License Qualification Program (LLQP)
- You have experience in a client facing role, at a wealth management firm with exposure to investment, financial planning and insurance planning.
- Completion or in the process of obtaining the following is considered an asset:
- Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP)
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