Wealth Management Client Services Lead

Requisition ID: 241753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...

Turn your energy and attention to detail into a career that makes a difference! Join Our Growing Team at one of the following locations: 1 position opening in Madison, Brookfield (Headquarters), and 1 position opening in Lake Country or Madison! We are a proud seven‑time recipient of the Milwaukee Journal Sentinel’s Top Workplaces Award. Our employees...

Turn your energy and attention to detail into a career that makes a difference! Join Our Growing Team at one of the following locations: 1 position opening in Madison, Brookfield (Headquarters), and 1 position opening in Lake Country or Madison! We are a proud seven‑time recipient of the Milwaukee Journal Sentinel’s Top Workplaces Award. Our employees...

Turn your energy and attention to detail into a career that makes a difference! Join Our Growing Team at one of the following locations: 1 position opening in Madison, Brookfield (Headquarters), and 1 position opening in Lake Country or Madison! We are a proud seven‑time recipient of the Milwaukee Journal Sentinel’s Top Workplaces Award. Our employees...

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...

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...

A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...

A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...

A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time...

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...