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Wealth Planning Associate

2 months ago

Toronto, Ontario, Canada Nicola Wealth Full time

About Nicola Wealth

We are a national leader in wealth management, recognized for our sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction make us a top employer in Canada.

Job Summary

We are seeking a Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional service to our high-net worth clients, supporting Wealth Advisors in delivering tailored and comprehensive wealth planning and investment management solutions.

Key Responsibilities

  • Support Wealth Advisors in providing first-class financial planning and strategic wealth management services to clients.
  • Manage client reviews, scheduling meetings, and preparing client meeting materials, including documentation and updates.
  • Prepare investment portfolio reviews and perform insurance needs analysis.
  • Manage and execute day-to-day client requests, delivering personalized service with rapid resolution of queries.
  • Familiarize yourself with requirements for all aspects of new and existing account documentation.
  • Deliver exceptional client service at every interaction.
  • Participate fully as a team member, utilizing insights to improve the client experience and engaging in ongoing learning and development.

Requirements

  • Experience in a client-facing role, preferably in wealth management, with exposure to investment, financial planning, and insurance planning.
  • Strong written and verbal communication skills, with ability to build trust and relationships.
  • Completion or in the process of obtaining relevant certifications, such as the Canadian Securities Course or Certified Financial Planner.

What We Offer

We offer a dynamic and values-driven work environment, with opportunities for growth and development. Our hybrid working model allows for flexibility and work-life balance. If you are passionate about delivering exceptional client service and have a growth mindset, we encourage you to apply.