Wealth Planning Associate (Vancouver)

Overview

Nicola Wealth seeks a Wealth Planning Associate to support Wealth Advisors and deliver personalized wealth management services. This role 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 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 internal Nicola Wealth teams to execute as applicable.
• Manage client reviews, schedule meetings, and prepare client meeting materials.
• Prepare investment portfolio reviews, rebalancing, a...