Wealth Planning Associate (18 month contract)
Kelowna, BCNicola Wealth: Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion…
3+ ansCandidates need 3+ years of client-facing experience at a wealth management firm, post-secondary education in finance, and the Canadian Securities Course. Strong analytical, written and verbal communication skills are essential.
Financial planning, Fix meetings, CSC, CIM, CFA, LLQP