Jinnie Cho
Wealth Planning Associate at Nicola Wealth
Based in Vancouver, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
508
Contact information
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j•••••••@nicolawealth.com
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Background
About Jinnie Cho
I'm a dedicated financial services professional with 8+ years of progressive experience supporting high-net-worth and ultra-high-net-worth clients across banking, investment, and wealth planning roles. Currently at Nicola Wealth, I collaborate with multiple advisors to deliver holistic wealth strategies that integrate tax, estate, insurance, and corporate planning needs. With a proven ability to manage complex discretionary accounts, optimize operational systems, and lead Salesforce adoption firmwide, I’m known for my detail-oriented approach and passion for elevating client and team success. Key Strengths • UHNW client support & wealth planning • Discretionary & donation account administration • CRM systems (Salesforce SME & trainer) • Financial needs analysis & compliance • Cross-functional coordination & process improvement Languages • English & Filipino (Professional fluency) • Korean (Advanced working proficiency) • Ilocano (Conversational)
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