Wealth Planning Associate (Toronto)

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 98% 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!

Experience:

Mid-level

Education Required:

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

Salary Range:

$70,000 - $85,000

Position description

Purpose of the Role:

As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career-long Wealth Planning Associate or a future Wealth Advisor.

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 / Experience

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.

Wealth Planning Associate (Toronto)

How to Apply

Please apply online at the link below.