Elevate client service quality as a Product Specialist in Public Assets at Nicola Wealth. This role requires deep insights into investment strategies to bridge the gap between portfolio managers and wealth advisors.

At Nicola Wealth, the Product Specialist enhances communication around public assets, ensuring clients receive clear insights into portfolio performance and strategy. With 10+ years in asset management, you'll play a vital role in fostering collaboration across departments. This position is hybrid and based in Vancouver or Toronto, ideal for professionals passionate about client relationships and investment insight.

Key Responsibilities:
• Partner with teams to clarify investment strategies
• Support sales by responding to client inquiries




• Develop marketing and client materials
• Present product insights at events and meetings
• Analyze market trends to inform product strategy

Requirements:
• Minimum 10+ years in relevant fields
• Robust understanding of public markets
• Bachelor's in Finance or equivalent experience
• CFA designation is an asset
• Advanced proficiency in Microsoft Office

Utilize your expertise to strengthen Nicola Wealth's client service and investment communication.
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📌 Vancouver Product Specialist Public Assets (British Columbia)
🏢 Socket.dev
📍 British Columbia