Wealth Advisor

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 Advisors are focused on providing our clients with a holistic approach to financial planning and wealth management.

Requirements

• Certified Financial Planner (CFP)
• Chartered Investment Manager (CIM) or completion of CFA Level 1
• Licensed for Life, Sickness & Accident Insurance

Benefits

• Award-winning culture
• 99% client retention rate
• Opportunities for growth and development
• Hybrid work model
• Flexible work arrangements