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Nicola Wealth Description
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and 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 passionate about our business, our culture and investing deeply in your growth and development to build for the future.
By bringing together caring, driven and collaborative colleagues from diverse backgrounds, we deliver extraordinary client service in a dynamic and values-driven work environment. The mentorship, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career.
Carve out a career and come grow with us!
Department Overview
This is a fantastic opportunity to join the Advisory Services Division, a fast-growing team within the firm, responsible for providing exceptional service to our high-net worth clients. We take a sophisticated and holistic approach, providing tailored and comprehensive wealth planning and investment management solutions to satisfy each of our high-net-worth clients’ unique set of circumstances. Our approach is to help our clients build the financial, personal, and philanthropic legacies that matter to them. Our vision is to provide clients with a bespoke and personalized experience to foster and cultivate meaningful and impactful relationships.
Position Summary
Are you admired for your client centric and growth mindset, attention to detail, exceptional standards, and passion for delivering exemplary client experience?
This is a client facing role dedicated to providing financial planning support to a Wealth Advisor and their clients.
As a member of our high-performing Wealth Planning Associates (WPA) team, you will have the opportunity to partner with and receive mentorship from our best-in-class Wealth Advisors and work in collaboration to learn from the ground up. We focus on personal and professional growth and are committed to helping you maximize your potential to achieve success and to inspire career paths such as people leadership, Wealth Advisors, and career Associates.
For detailed information on the Wealth Planning Associate role, its significance in our Advisory Services Division and the integral role it plays in supporting Wealth Advisors to grow our client base, please reference our WPA brief at: https://nicolawealth.com/wpa/.
The location of this role will be a hybrid working model based in Toronto, ON.
As a Wealth Planning Associate within the Advisory Services Division, your main responsibilities will include:
Your key attributes will include:
Your skills and qualifications will include:
Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers
Great News! We've discovered an exciting live job opportunity for a Wealth Planning Associate position in Toronto. This job is currently open for hiring/recruiting by Nicola Wealth, exclusively for you at Canada Jobs. Feel free to download the job details here.
The work culture at Nicola Wealth must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Nicola Wealth and also by visiting their official website through Google.
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Yes, we found live job(s) for Nicola Wealth in Toronto.
Wealth Planning Associate jobs are available in Canada.
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The average salary range for Wealth Planning Associate in Toronto varies, but the standard pay scale is rated "Standard" in Toronto. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at Nicola Wealth follow the application process following the "Apply Now" button at Canada Jobs and also you can visit Nicola Wealth official career page and follow their application process.
Key qualifications for Wealth Planning Associate typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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Benefits for Wealth Planning Associate positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Wealth Planning Associate on Canada Jobs.
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