Wealth Planning Associate (Toronto)

3+ years’ related work experience in a client facing role, at a wealth management firm with exposure to investment, financial planning, and insurance planning.

Canadian Securities Course (CSC).

Excellent written and verbal communication skills.

Demonstrated ability to work with numbers with an analytical mindset.

Exceptional interpersonal and relationship management skills.

Resourceful self-starter who takes accountability for, and pride in, their work.

This position comes with a base salary range of

$70,000 - $85,000

plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit:

www.nicolawealth.com/total-rewards

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As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career-long Wealth Planning Associate or a future Wealth Advisor.

This is a full-time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week.

Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.

Manage client reviews, schedule meetings, and prepare client meeting materials.

Prepare investment portfolio reviews.