Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Wealth Advisor, you will be a trusted advisor providing comprehensive wealth planning and investment management solutions to meet each client's unique circumstances. You will develop and manage client relationships, offering advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management, insurance, and investment management. Leverage our business model with access to diverse investment options and support from internal teams to provide a holistic approach to financial planning.

Responsibilities

• Leverage technical planning and client relationship skills to build a business within Nicola Wealth.
• Deliver impeccable client service by staying aware of changing client needs and circumstances.
• Prepare ongoing analysis for investment portfolio design, risk management, retirement income needs, estate planning, cash flow budgeting, education requirements, capital needs analysis, and tax planning.
• Ensure all client information and regulatory requirements are up to date.
• Develop and strengthen client relationships and build new relationships through referrals, centers of influence, networking, and business development opportunities.
• Partner with colleagues to contribute to the advisory team's development and provide coaching and mentorship.
• Proactively enhance expertise through seminars, continued education, and personal development.

Requirements

• Seeking candidates with 2-10+ years of experience in a similar role, preferably in a financial planning firm with significant client contact and exposure to insurance and investment planning.
• Certified Financial Planner (CFP).
• Chartered Investment Manager (CIM) or completion of CFA Level 1.
• Licensed for Life, Sickness & Accident Insurance.
• Demonstrated technical proficiency in financial planning, asset management, and insurance.
• Strong interpersonal skills with the ability to build trusted client relationships.
• Extremely client focused.
• Highly observant with close attention to detail.
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
• Creative approach to problem solving and developing innovative solutions for clients.
• Ability to explain complex information and concepts simply and clearly.
• Commitment to excellence and a high level of integrity.
• Self-motivated; driven to exceed established goals and focus on excellence.
• Proactive and demonstrates a high degree of perseverance.

Skills

• Financial planning
• Investment management
• Estate planning
• Tax and compensation planning
• Corporate structuring
• Retirement planning
• Risk management
• Insurance
• Client relationship management
• Technical planning
• Asset management

Location

• Toronto, ON

Work Type

• Hybrid

Experience Level

• 2-10+ years

Education Level

• Certified Financial Planner (CFP)
• Chartered Investment Manager (CIM) or completion of CFA Level 1
• Licensed for Life, Sickness & Accident Insurance
• Other industry education and designations considered an asset

About the Company

• Nicola Wealth is a national leader in wealth management, known for sophisticated financial planning, diversified private investment funds, high client retention, and an award-winning culture.
• Recognized as a Best Managed Company and one of Canada’s Top Employers.
• Dedicated to upholding firm values during significant growth.
• Fosters a collaborative, creative, and entrepreneurial environment with diverse colleagues.
• Passionate about the business, culture, and investing in employee growth and development.

Equal Opportunity

• We are an inclusive, equal opportunity employer.
• It is our priority to remove barriers to provide equal access to employment.
• Should you require reasonable accommodation during the recruitment process please contact us at accessibility@nicolawealth.com and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.