Wealth Operations Intern — Mutual Funds

Position Description The Wealth Operations team provides administrative and operational support to mutual fund registered advisors. The team handles registrations including on-boarding and off-boarding of advisors and timely reporting of all material changes. The team also assists with issue management, client reassignments, sales and commission reporting,...

DescriptionPosition DescriptionThe Wealth Operations team provides administrative and operational support to mutual fund registered advisors.  The team handles registrations including on-boarding and off-boarding of advisors and timely reporting of all material changes. The team also assists with issue management, client reassignments, sales and commission...

Position DescriptionThe Wealth Operations team provides administrative and operational support to mutual fund registered advisors.  The team handles registrations including on-boarding and off-boarding of advisors and timely reporting of all material changes. The team also assists with issue management, client reassignments, sales and commission reporting,...

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...

At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

Wealth Sales Director (External Wholesaler) Sun Life•Kelowna, British ColumbiaJob Description:Job Description:We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.This external role works within wealth distribution under the brand of Sun Life Global...

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...

Wealth Sales Director (External Wholesaler) Sun Life•Kelowna, British Columbia Job Description :Job Description :We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life...