Financial Planning Assistant, Vancouver

At Nicola Wealth Management, our clients deserve the best. The same goes for our people. We invest in our employees in order to support our business through a period of significant growth. As a Financial Planning Assistant, you will help our clients get the best that Nicola Wealth Management has to offer, and you will receive the same in return.

By bringing together smart, dedicated, high caliber colleagues from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provide the opportunity for incoming employees to make a real impact. We are passionate about our business and our culture and are looking to attract, retain and develop individuals who have that same drive.

We take pride in our work and are trusted advisors to our clients. We are looking for talented, highly motivated individuals with exceptional experience who can embody our culture and values as a creative, team-oriented and hard-working organization.


Position Summary

This is an exciting opportunity to join a growing team within the firm, responsible for providing exceptional service to our high-net-worth clients. The qualified candidate will work in collaboration with lead Advisor(s) to provide our clients with holistic financial planning and investment management advice.

This is an intermediate position that could present a career development opportunity for aspiring advisors who want to learn the business from the ground up.

As a Financial Planning Assistant within the Planning Team, your main responsibilities will involve:

  • Partnering with lead Advisor(s) to provide first-class financial planning and strategic wealth management services to our clients.
  • Providing analysis, reporting, and recommendations to update financial plans based on client’s objectives, risk tolerances, and resources.
  • Preparing investment portfolio reviews and rebalancing.
  • Performing insurance needs analysis and providing recommendations.
  • Delivering a high level of end-to-end personalized client service offering the rapid resolution of queries.
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge.

As a Financial Planning Assistant within the Planning Team, your skills and qualifications will include:

  • A minimum of five years of related work experience preferably in a financial planning firm with exposure to both insurance and investment planning.
  • Completion of a financial industry designation or in the process of obtaining (CFP, CIM, CFA Level 1).
  • Completion of the Life License Qualification Program (LLQP) or in the process of obtaining.
  • Working in a high performing client service oriented capacity with both internal and external customers.
  • A high proficiency in MS Word, Excel and Outlook.
  • Comfortable working with numbers with an analytical mindset.
  • A proactive focus on query resolution and analyzing root causes to prevent future issues.
  • Strong interpersonal and relationship management skills to build trust with clients.
  • The ability to work as part of the wider team, as well as individually.
  • The confidence to adapt to change.



Application closing date is February 20, 2018.

Include your cover letter and resume in your application with “Financial Planning Assistant” in the subject line of your email to [email protected]. Thank you for your interest in this position. Only candidates considered for an interview will be contacted. For more information about this and other roles: