Wealth Planning Associate

5 days ago

Toronto, Canada Nicola Wealth Full time

**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 Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**Purpose of the Role**:
This is a full-time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week.

**Core Responsibilities**:

- Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients.
- Manage client reviews, schedule meetings, and prepare client meeting materials.
- Prepare investment portfolio reviews.
- Perform insurance needs analysis.
- Manage day-to-day client requests and partner with various internal Nicola Wealth teams to execute, as applicable.
- Deliver a high level of end-to-end personalized client service with rapid resolution of queries.
- Engage in ongoing learning and development to improve skills and knowledge.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.

**Required Skills & Qualifications**:

- 3+ years' related work experience in a client facing role, at a wealth management firm with exposure to investment, financial planning, and insurance planning.
- Canadian Securities Course (CSC).
- Excellent written and verbal communication skills.
- Demonstrated ability to work with numbers with an analytical mindset.
- Exceptional interpersonal and relationship management skills.
- Resourceful self-starter who takes accountability for, and pride in, their work.
- Thrive in a dynamic, fast paced, and deadline driven environment.
- Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.
- Ability to maintain professionalism and collaboration under pressure.

**Additional Skills & Qualifications**:

- Completion (or in the process of completion) of the following is considered an asset:

- Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP)
- Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1
- Life License Qualification Program (LLQP)

- Experience with a CRM, ideally Salesforce

**Compensation & Benefits Package**:
This position comes with a base salary range of **$70,000 - $85,000** plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

_ Thank you for your interest in a career with Nicola Wealth_

  • Wealth Planning Associate

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    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...

  • Wealth Planning Associate

    5 days ago

    Toronto, Canada Nicola Wealth 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 Employers,...

  • Senior Wealth Planning Associate

    1 week ago

    Toronto, Canada Nicola Wealth Management Ltd. Full time

    Senior Wealth Planning Associate (Toronto) Location: Toronto, ON 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....

  • Wealth Planning Associate

    1 week ago

    Toronto, Canada Nicola Wealth Management Ltd. 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...

  • Associate Wealth Planner

    1 week ago

    Toronto, Canada Richardson Wealth Full time

    A leading Canadian wealth management firm is seeking an Associate Wealth Planner in Toronto. In this role, you will support the Investment Advisor by preparing comprehensive financial plans for high-net-worth clients. The ideal candidate has experience in client work, understanding of Canadian income taxes, and strong analytical and communication skills....

  • Senior Wealth Planning Associate

    1 week ago

    Toronto, Canada Nicola Wealth Management Ltd. Full time

    A financial services firm in Toronto is looking for a Senior Wealth Planning Associate to support Wealth Advisors in delivering top-notch financial planning and wealth management services. The ideal candidate should have over 3 years of client-facing experience in wealth management, excellent communication skills, and a solid understanding of financial...

  • Associate Wealth Planner

    1 week ago

    Toronto, Canada Richardson Wealth Full time

    Join to apply for the Associate Wealth Planner role at Richardson Wealth . About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting...

  • Senior Wealth Planning Associate

    3 weeks ago

    Toronto, Canada Nicola Wealth Management Ltd. 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...

  • Senior Wealth Planning Associate

    1 week ago

    Toronto, Canada Nicola Wealth Management Ltd. 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...

  • Wealth Planner, Advanced Wealth Planning

    6 days ago

    Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    **Wealth Planner, Advanced Wealth Planning** **Location**:This position can be based out of any of our corporate offices across Canada. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...