NOBLE PANNU WEALTH MANAGEMENT
Associate Investment Advisor
Kelowna, B.C. | Full-Time | Starting at $75,000 + Bonus & Benefits
Noble Pannu Wealth Management is a Kelowna-based wealth management firm that is growing. At the heart of Noble Pannu Wealth Management is the belief that our clients deserve the best — and the same goes for our people. As an Associate Investment Advisor, you will help our clients realize their financial goals as part of a growing team that believes in challenging, developing, and supporting their people.
The Noble Pannu team is a group of dedicated people driven to deliver exceptional client service in a fast-paced work environment. We take pride in our work and pride ourselves as trusted advisors to our clients. As we grow, we need talented, dynamic, highly motivated individuals who embody our culture and values.
Position Overview
Reporting to the business owner(s), the Associate Investment Advisor is focused on providing our clients with financial planning and investment management advice.
Core Responsibilities
- Providing first-class financial planning and strategic wealth management services to our clients.
- Driving growth with existing clients and helping the practice grow by assisting the Advisors in attracting new clients.
- Overseeing investment portfolio reviews along with insurance needs analysis.
- Managing day-to-day client requests and partnering with the client services team to execute and deliver on our clients' needs.
- Leading the annual financial planning process, including IPS and IPQ meetings.
- Delivering a high level of end-to-end personalized client service with rapid resolution of queries.
- Continuously engaging in ongoing learning and development to improve skills and knowledge.
Key Attributes
- Ability to work in a dynamic, fast-paced, deadline-driven environment.
- Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.
- Ability to maintain professionalism and collaboration under pressure.
Skills & Qualifications
- Minimum of five years' related work experience, preferably in a financial planning firm with exposure to both insurance and investment planning.
- Completion of, or progress toward, the following is considered an asset: full IIROC licensing; CFP®, QAFP®, or PFP®; CIM or CFA Level 1; CSC.
- Experience with financial planning systems and the Microsoft Office suite.
- Strong Excel knowledge.
- Excellent written and verbal communication skills.
- Comfortable working with numbers, with an analytical mindset.
- Exceptional interpersonal and relationship management skills to build trust with clients and colleagues.
- Responds well in an ever-changing work environment.
Compensation
A strong compensation package is available for the right person, starting at $75,000, plus bonus based on achieving performance goals and a generous health & benefits plan.
While we thank you in advance for your interest and application, please be advised that we will only be responding to candidates selected for further consideration.
Pay: From $75,000.00 per year
Work Location: In person
