Private Client Operations Specialist – Wealth Management

Senior Manager Private Wealth AssociatesToronto, ONWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best...

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...

A national wealth management firm in Toronto is seeking a Senior Manager for Private Wealth Associates. This pivotal leadership role involves guiding a high-performing team of Wealth Planning Associates while managing recruitment, performance coaching, and resource alignment. Candidates should have at least 5 years of leadership experience, preferably in...

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...

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 investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...

Join to apply for the Wealth Advisor role at Nicola WealthJoin to apply for the Wealth Advisor role at Nicola WealthGet AI-powered advice on this job and more exclusive features.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,...

An independent investment management firm in Toronto is searching for a Private Client Service Associate. The role involves supporting investment professionals in delivering exceptional wealth management services, managing client requests, and ensuring a smooth onboarding process. Candidates should possess strong analytical skills, relevant work experience,...