Wealth Advisor

Description:

Nicola Wealth, a national leader in wealth management, is seeking a Wealth Advisor to provide comprehensive wealth planning and investment management solutions to clients. The role involves managing and developing client relationships while delivering personalized advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management, insurance, and investment management.

Key Responsibilities:

• Build and manage a business within Nicola Wealth by leveraging technical planning and client relationship skills.

• Provide exceptional client service by anticipating and responding to changing client needs and maintaining trust.

• Prepare ongoing analyses related to investment portfolio design, insurance planning, retirement income, estate planning, cash flow, education needs, capital analysis, and tax planning.

• Maintain up-to-date client information and ensure regulatory compliance.

• Develop new client relationships through referrals, networking, and centers of influence.

• Collaborate with colleagues to support the advisory team’s development and provide mentorship.

• Continuously enhance professional expertise through seminars, continued education, and personal development.

Qualifications:

• 2–10+ years of experience in financial planning or a similar client-facing role.

• Certified Financial Planner (CFP).

• Chartered Investment Manager (CIM) or CFA Level 1 completion preferred.

• Licensed for Life, Sickness & Accident Insurance.

• Strong technical proficiency in financial planning, asset management, and insurance.

Key Attributes:

• Strong interpersonal skills to build and maintain trusted client relationships.

• Highly client-focused with attention to detail.

• Entrepreneurial mindset with a team-oriented approach.

• Creative problem-solving and ability to simplify complex information.

• Commitment to excellence, integrity, and self-motivation.