Support comprehensive wealth management at Nicola Wealth through financial planning, investment analysis, and personalized client service. Work closely with Wealth Advisors and internal teams.

As a Wealth Planning Associate, you will support Wealth Advisors while developing your financial services expertise. The role combines administrative excellence, client interaction, investment planning, and insurance analysis. You will help deliver personalized experiences through accurate preparation, responsive communication, and collaboration across Nicola Wealth.

Key Responsibilities:

- Support Wealth Advisors with financial planning and wealth management services
- Manage client requests and coordinate with internal Nicola Wealth teams
- Schedule reviews and prepare client meeting materials
- Prepare portfolio reviews,



rebalancing, and asset allocation analysis
- Perform insurance needs analysis and resolve client queries

Requirements:

- Three or more years in client-facing wealth management work
- Exposure to investment, financial planning, and insurance planning
- Post-secondary finance education and Canadian Securities Course completion
- Excellent communication and relationship management skills
- Analytical mindset with accountability and professionalism under pressure

Bring financial planning, investment analysis, and client service expertise to Wealth Advisors and clients at Nicola Wealth.

📌 Wealth Planning Associate Financial Services (Kelowna)
🏢 Nicola Wealth
📍 Kelowna