Wealth Planning Associate - Toronto - Nicola Wealth

    Nicola Wealth
    Nicola Wealth Toronto

    5 days ago

    Description

    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


    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 & 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.
    • Thrives 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.

    At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it's participating in our profit‑sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit:

    Seniority Level


    Mid‑Senior level

    Employment Type


    Full‑time

    Job Function


    Finance and Sales

    Equal Opportunity Statement


    Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles:

    It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process, please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

    Thank you for your interest in a career with Nicola Wealth


    #J-18808-Ljbffr

  • Planning Associate

    3 days ago

    Only for registered members Ontario

    + Entry Level during which an employee receives both functional and organizational training under close supervision. · + Works independently on details of assignments, and has limited decision-making authority; most decisions are made or guided by the immediate supervisor. · + ...

  • Associate Director, Planning

    3 weeks ago

    Only for registered members Toronto, ON

    The Associate Director, Planning and Reporting plays a lead role in HOOPP's enterprise planning and reporting processes including annual business planning. · ...

  • Associate, Registered Plans

    1 month ago

    Only for registered members Toronto, Ontario

    We are looking for an experienced Associate, Registered Plans to join our Registered Plans Department. · The successful candidate will be an enthusiastic, client service-oriented individual with a strong understanding of registered plans in the financial services sector. · ...

  • Senior Associate, Planning

    4 days ago

    Only for registered members Toronto, Canada

    Developing and presenting media plans Media plan revisions media evaluations A firm understanding of marketing objectives and strategies Effectively communicate media objectives and strategies to Media Buying team Utilization · Developing and presenting media plans · Media plan ...

  • Associate Director, Planning

    1 week ago

    Only for registered members Toronto, Ontario, Canada

    The Associate Director Planning and Reporting plays a lead role in HOOPP's enterprise planning and reporting processes including annual business planning development and release of the annual report and Board reporting. · Leading end-to-end project management for the preparation ...

  • Associate, Portfolio Planning

    12 hours ago

    Only for registered members Toronto, Ontario

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · ...

  • Associate Director, Planning

    4 weeks ago

    Only for registered members Toronto, Ontario

    This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text. · high-performance, people-focused culture · ...

  • Sr. Associate, Production Planning

    4 weeks ago

    Only for registered members Toronto, ON

    L3Harris seeks a highly energized and results-oriented problem solver to lead production planning for their assigned product line. · ...

  • Associate Director, Planning

    2 weeks ago

    Only for registered members Toronto $103,000 - $153,000 (CAD)

    Reporting to the Vice President Finance Operations and Planning the Associate Director Planning and Reporting plays a lead role in HOOPPs enterprise planning and reporting processes including annual business planning development and release of the annual report and Board reportin ...

  • Associate Director, Planning

    3 weeks ago

    Only for registered members Toronto Full time $103,000 - $153,000 (CAD)

    This Associate Director plays a lead role in HOOPP's enterprise planning and reporting processes including annual business planning, development of the annual report document for submission to HOOPP's Board of Trustees. · Lead end-to-end project management for the preparation of ...

  • Associate, Portfolio Planning

    1 day ago

    Only for registered members Toronto Full time $67,000 - $110,000 (CAD)

    As an Associate in the Transformation Office you will be a valued member of RBC Investor Services group. You will support the Director Projects & Strategic Initiatives in providing reporting and oversight around strategic projects portfolio to enable decision-making relating to s ...

  • Total Wealth Planning Associate

    1 week ago

    Only for registered members Toronto, Ontario

    The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in market. · ...

  • Estate Planning Associate

    1 month ago

    Only for registered members Toronto

    You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with insurance quotations, new insurance business, marketing assistance and support for servicing of in-force policies. · Preparation of materials (Insurance App ...

  • associate manager – customer planning

    2 weeks ago

    Only for registered members Toronto, Ontario

    We are currently seeking an Associate Manager – Customer Planning & Replenishment (CP&R) to join our team in Toronto, · ON. The Associate Manager CP&R helps the broader Commercial Planning team execute on the delivery of the annual Net Operating Revenue and Gross Profit targets b ...

  • Estate Planning Associate

    1 day ago

    Only for registered members Toronto Full time $52,700 - $74,400 (CAD)

    This role will provide quality administrative & sales support to TD Wealth Sales Channels ensuring all new insurance applications are handled in a timely manner. · ...

  • Municipal Planning and Development Associate

    1 week ago

    Only for registered members Toronto, ON

    This firm has exceptional lawyers who are recognized leaders in the field. · ...

  • Associate Director, Planning

    4 weeks ago

    Only for registered members Toronto $103,000 - $153,000 (CAD)

    make a difference and help take care of those who care for us by providing a financially secure retirement for Ontario healthcare workers · The expected annual base salary range for this role is: $103 000 - $153 000 CAD · ...

  • Sr. Associate, Production Planning

    4 weeks ago

    Only for registered members Toronto, Ontario

    The Production Planning role establishes and maintains strategic plans for assigned product lines by translating demand into action plans executed by Supply Chain and Operations organizations. · Monitor planning functions for assigned productsParticipate in daily production meeti ...

  • Associate Director, Financial Planning

    1 month ago

    Only for registered members Toronto, Ontario

    This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. · The AD/Sr. Manager, Financial Planning & Reporting will use their financial modeling and analytical skills to develop or en ...

  • Associate Director, Financial Planning

    1 week ago

    Only for registered members Toronto, Ontario

    We challenge ourselves to get creative in providing innovative banking solutions for Canadians. With a talented team of inquisitive and agile challengers that break through the status quo. So, if you're passionate about redefining the future of banking—while having fun—this could ...

  • Student Intern, Planning Associate

    4 days ago

    Only for registered members Ontario

    Celestica offers a 16-month internship in supply chain planning to students currently enrolled in an Internship program completing 3rd year of a 4-year University program or 2nd year of 3-year Diploma program specializing in Supply Chain. · ...

Jobs
>
Toronto