Tax and Planning Associate - Vancouver

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture combine to position us as a national leader in wealth manag ...

Wealth Planning AssociateNicola Wealth is a national leader in wealth management with a sophisticated financial planning system and diversified private investment funds. · ...

About Nicola Wealth: · We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a nationa ...

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Manage ...

As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. · You are a strat ...

Application Deadline: · 04/01/2026Address: · 595 Burrard Street · Job Family Group: · Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized k ...

The Associate provides proactive sales support and responsive value-based client contact for a team of Financial Planners. · You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. · ...

595 Burrard Street Vancouver British Columbia,V7X 1L7 · Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively w ...

We are building an extraordinary company and looking for talented, energetic and motivated people to join our team. · The Senior Associate Planning and Insights role is responsible for developing and driving business reporting and data-driven decision making for Invoice Simple an ...

· Requisition ID: 240554 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose of Job: · The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Pl ...

Job Description · As an Associate you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. · ...

We are building an extraordinary company and looking for talented, · eagerly motivated people to join our team.The Senior Associate, · Planning & Insights role is responsible for developing · & driving business reporting. · ...

This is an opportunity for current and upcoming associates to work in Vancouver Lower Mainland. As an Associate, you will provide proactive sales support and responsive value-based client contact for a team of Financial Planners. · The role involves collaborating with partners ac ...

As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience.In this role, you ...

+As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. · +You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enable ...

As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. · ...

This is an opportunity to provide proactive sales support and responsive value-based client contact for a team of Financial Planners in Richmond, Surrey, Langley and White Rock. · ...

JOB OBJECTIVE · This role is specifically focused on supporting professional associations, societies, and membership-based organizations within an Association Management Company (AMC) environment, · The MCI Canada Consulting & Community Solutions team supports Canadian and Intern ...

Leads a large team of field sales representatives across several territories typically through subordinate managers and/or supervisors Translates commercial strategy into actionable regional plans with measurable impact on revenue and customer growth Oversees consistent execution ...