Wealth Advisor

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients. You will develop and manage new and existing client relationships, and leverage our business model to deliver the best that Nicola Wealth has to offer. The location will be a hybrid work model located in Vancouver, BC.

Requirements

• 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.