Wealth Planning Associate (Toronto) (18-Month Contract)
Nicola WealthToronto, Ontario, Canada
Posted April 9, 2026
70000 - 85000 CAD
Contract / Temporary
About the Company
Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada’s Top Employers.
Job Description
Wealth Planning Associate at Nicola Wealth, providing exceptional client service and supporting comprehensive wealth management solutions.
Requirements
- 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.
Benefits
- Comprehensive compensation and benefits package
- Profit sharing and benefit programs
- Share ownership program
- Total rewards package
