Wealth Planning Associate (Toronto)

Nicola Wealth is a national leader in wealth management, seeking a Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors and deliver high-end client service. The role involves ongoing learning and development to improve skills and knowledge, with a competitive compensation and benefits package.

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
• Ability to focus on complex tasks for long periods of time with competing priorities and deadlines
• Ability to maintain professionalism and collaboration under pressure

Benefits

• Base salary range of $70,000 - $85,000
• Competitive performance bonus
• RRSP contribution
• Participation in profit-sharing program