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 servicesManage client requests and coordinate with internal Nicola Wealth teamsSchedule reviews and prepare client meeting materialsPrepare portfolio reviews,
rebalancing, and asset allocation analysisPerform insurance needs analysis and resolve client queriesRequirements:Three or more years in client-facing wealth management workExposure to investment, financial planning, and insurance planningPost-secondary finance education and Canadian Securities Course completionExcellent communication and relationship management skillsAnalytical mindset with accountability and professionalism under pressureBring financial planning, investment analysis, and client service expertise to Wealth Advisors and clients at Nicola Wealth.