Wealth Advisor

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients, leveraging a diversified pool of public, private, and real estate investment options. 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.

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.

Benefits

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