About this role
Wealth Planning Associate (Vancouver) at Nicola Wealth. Location: Vancouver, British Columbia, Canada. Role: supporting advisors, managing requests, preparing materials Requirements: 3+ years client-facing wealth management experience, post-secondary education in finance, Canadian Securities Course (CSC), strong communication, analytical skills, and legal eligibility to work in Canada. Category: Finance and Accounting Seniority: Mid Level Certifications: canadian securities course (csc), cfp, qafp, cim, cfa level 1, llqp Commitment: Full Time Workplace: Onsite Languages: English