Wealth Planning Associate

About Nicola Wealth

Nicola Wealth is a nationally recognized wealth management firm known for its advanced financial planning, diversified private investment funds, strong performance, and a 98% client retention rate. The company has been named a Best Managed Company and one of Canada’s Top Employers, and it continues to grow while staying rooted in its values.

The workplace brings together capable, committed, and supportive people from varied backgrounds to deliver outstanding client service in a values-led environment. Collaboration, creativity, and an entrepreneurial mindset are central to the culture, with an emphasis on helping employees build meaningful careers and develop professionally.

Role Purpose

In this position, you will act as a dependable partner to Wealth Advisors by providing high-quality administrative and client support so that client needs are met efficiently. The role is designed for someone who wants to continue building knowledge in financial services while applying that learning in day-to-day work. It can support either a long-term path as a Wealth Planning Associate or future progression toward becoming a Wealth Advisor.

This is a full-time, permanent role based in the Toronto office. Under the flexible hybrid arrangement, you are expected to work from the office three days each week.

Key Responsibilities

Your work will focus on supporting advisors and ensuring smooth client servicing across planning and administrative activities.

• Assist Wealth Advisors in delivering high-quality financial planning and wealth management support to clients.
• Coordinate client review meetings, manage scheduling, and prepare meeting documents and materials.
• Create and organize investment portfolio review materials.
• Carry out analysis of insurance needs.
• Handle routine client requests and work with internal teams across Nicola Wealth to help complete follow-up actions where needed.
• Provide personalized, end-to-end client service and respond quickly to questions or concerns.
• Continue learning on the job to strengthen skills, knowledge, and professional capability.
• Take on additional related duties as business needs evolve.

Required Qualifications

• At least 3 years of relevant client-facing experience in a wealth management setting, with exposure to investing, financial planning, and insurance planning.
• Completion of the Canadian Securities Course (CSC).
• Strong written and spoken communication skills.
• Comfort working with numbers and using analytical thinking.
• Excellent relationship-building and interpersonal abilities.
• A proactive, accountable, and self-driven approach to work.
• Ability to perform well in a fast-moving, deadline-oriented environment.
• Capacity to stay focused on detailed and complex work while balancing competing priorities.
• Professional, team-oriented, and composed under pressure.

Preferred Qualifications

• Completion of, or active progress toward, CFP, QAFP, CIM, CFA Level 1, or LLQP is considered an advantage.
• Prior use of a CRM platform, especially Salesforce, is preferred.

Compensation and Benefits

The base salary for this position is $70,000 to $85,000, with the final amount depending on experience, skills, and qualifications. In addition, the role includes a competitive performance bonus, RRSP contribution, and participation in the profit-sharing program.

Employees may also access broader rewards and ownership-related programs, including profit-sharing and benefits from day one, along with the potential to participate in a share ownership program. More details about the total rewards package are available through the company’s careers information.

Additional Information

This is a current vacancy within Nicola Wealth.

Applicants are asked to submit both a cover letter and resume.

The employer is committed to inclusive hiring and equal opportunity. Reasonable accommodation is available during the recruitment process for candidates who need it, and accommodation requests are handled in line with applicable laws and company policies.

The company also notes that its systems and practices are designed to remove barriers and support equal access to employment.