Wealth Planning Associate (Vancouver)
Nicola WealthVancouver, British Columbia, Canada
Posted October 15, 2025
70000 - 85000 CAD year
Full Time
About the Company
Nicola Wealth Management Ltd., established in 1994, is a leading independent private investment counselling firm in Canada with over $16.8 billion in assets under management. Specializing in integrated wealth planning, investment management, tax planning, risk management, and estate planning, the company offers a comprehensive range of services across traditional and private asset classes. With extensive experience navigating market cycles and economic downturns, Nicola Wealth is distinguished by its team of expert investment professionals and commitment to personalized client solutions.
Job Description
Nicola Wealth is seeking a Wealth Planning Associate to provide administrative support and financial planning services to clients. The role offers opportunities for growth and learning within a highly successful, client-focused organization. This is a full-time, permanent position in the Vancouver office, requiring 3 days per week.
Requirements
- 3+ years’ related work experience in a client facing role in a wealth management firm
- Canadian Securities Course (CSC)
- Excellent written and verbal communication skills
- Demonstrated analytical mindset
- Exceptional interpersonal and relationship management skills
- Resourceful self-starter
- Ability to maintain professionalism and collaboration
Benefits
- Competitive base salary
- Performance bonus
- Profit-sharing program
- RRSP contribution
- Profit-sharing participation
- Share ownership program