Senior Wealth Planning Associate (Toronto)
Nicola WealthToronto, Ontario, Canada
Posted October 30, 2025
70000 - 85000 CAD year
Full Time
About the Company
Nicola Wealth Management Ltd., established in 1994, is a leading independent private investment counselling firm in Canada with over $16.8 billion in assets under management. Specializing in integrated wealth planning, investment management, tax planning, risk management, and estate planning, the company offers a comprehensive range of services across traditional and private asset classes. With extensive experience navigating market cycles and economic downturns, Nicola Wealth is distinguished by its team of expert investment professionals and commitment to personalized client solutions.
Job Description
Nicola Wealth is seeking a Senior Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors, managing client reviews, preparing portfolio reviews, and delivering personalized client service. This role emphasizes administrative tasks, client communication, and continuous learning within a dynamic team focused on client satisfaction and professional growth. The position offers a flexible, hybrid work policy based in Toronto.
Requirements
- 3+ years’ related work experience in a client-facing role with investment, financial planning, and insurance planning.
- Canadian Securities Course (CSC).
- Excellent written and verbal communication skills.
- Demonstrated analytical and interpersonal skills.
- Resourcefulness and accountability.
Benefits
- Competitive performance bonus
- RRSP contribution
- Profit-sharing program
- Comprehensive compensation and benefits package