Wealth Planning Associate

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 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

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 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

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 99% client retention rate and our award‑winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

Join to apply for the Wealth Planning Associate (Calgary) role at Nicola Wealth. At Nicola Wealth, we combine sophisticated financial planning, diversified private investment funds, and award‑winning culture to become a national leader in wealth management. Recognised as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to...

A leading financial services firm in Calgary is seeking a Wealth Planning Associate to support Wealth Advisors with financial planning and client management. The role requires over 3 years of client-facing experience in wealth management, alongside strong communication and analytical skills. The position offers a competitive salary range of $70,000 - $85,000...

A leading wealth management firm in Calgary is seeking a Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors. This role involves managing client reviews and delivering personalized service in a dynamic and fast-paced environment. Candidates should have over 3 years of client-facing experience, a Canadian Securities...

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 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

Private Wealth Credit Solutions Associate Job ID: 2022-1012 Position Type: Full-time Schedule: 5 days per week (business hours) Location: In person office Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently...

Private Wealth Credit Solutions Associate Job ID: 2022-1012 Position Type: Full-time Schedule: 5 days per week (business hours) Location: In person office Compensation: To be discussed At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is...

A prominent financial services firm seeks a Senior Associate in Calgary to support Wealth Advisors in delivering exceptional client service. The role involves managing operational support, enhancing client relationships, and contributing to business development initiatives. Ideal candidates have experience in the securities industry and possess excellent...