Wealth Advisor
Location
kelowna, regional district of central okanagan
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
Position Summary
As a Wealth Advisor at Nicola Wealth, you are the trusted advisor providing comprehensive wealth planning and investment management solutions to satisfy each of our clients’ unique circumstances. You will develop and manage new and existing client relationships and provide advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management, insurance and investment management.
Key Accountabilities
- Leveraging technical planning and client relationship skills to build a business within Nicola Wealth.
- Delivering impeccable client service by staying aware of client needs and maintaining their confidence as a trusted advisor.
- Preparing ongoing analysis of investment portfolio design, risk management, retirement income needs, estate planning, cash flow budgeting, education, capital needs and tax planning.
- Ensuring all client information and regulato...