Wealth Planning Associate (Toronto)

Nicola Wealth•Toronto, ON

2d•Hybrid

About The Position

Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada’s Top Employers. We are experiencing significant growth and are dedicated to upholding our firm’s values. We foster a collaborative, creative, and entrepreneurial environment where employees can make a real impact and build rewarding careers. We are passionate about our business, our culture, and investing in employee growth and development. The Purpose of the Role is to serve as a trusted business partner to Wealth Advisors, providing exceptional administrative support to ensure client needs are met. This role offers opportunities for continued financial services education and application of learned knowledge. The Wealth Planning Associate will be part of a supportive team that encourages career aspirations, whether that be a long-term role as a Wealth Planning Associate or a future transition to a Wealth Advisor. This is a full-time, permanent position based in the Toronto office, with a hybrid work policy requiring 3 days per week in the office.

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.
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.

Nice To Haves

Completion (or in the process of completion) of the 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

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.