Financial Planning Associate at Nicola Wealth
Location
vancouver, metro vancouver regional district
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Elevate client services as a Financial Planning Associate with Nicola Wealth, supporting wealth management initiatives. Utilize your financial planning skills in a collaborative, client-focused environment.
As a trusted partner to Wealth Advisors, you'll play a vital role in delivering superior financial planning services. This position focuses on proactive support and a commitment to professional development in wealth management. Manage client interactions, prepare meeting materials, and work with various internal teams to ensure seamless service delivery.
Key Responsibilities:
• Support Wealth Advisors in providing financial planning services
• Mentor associates to enhance day-to-day efficiency
• Manage client requests and partner with internal teams
• Schedule meetings and prepare client materials
• Conduct investment reviews and perform needs analysis
Requirements:
• 3+ years in a client-facing role at a wealth management firm
• Post-secondary educatio...
As a trusted partner to Wealth Advisors, you'll play a vital role in delivering superior financial planning services. This position focuses on proactive support and a commitment to professional development in wealth management. Manage client interactions, prepare meeting materials, and work with various internal teams to ensure seamless service delivery.
Key Responsibilities:
• Support Wealth Advisors in providing financial planning services
• Mentor associates to enhance day-to-day efficiency
• Manage client requests and partner with internal teams
• Schedule meetings and prepare client materials
• Conduct investment reviews and perform needs analysis
Requirements:
• 3+ years in a client-facing role at a wealth management firm
• Post-secondary educatio...