Wealth Planning Associate (Toronto)
Nicola WealthToronto, Ontario, Canada
Posted October 29, 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 Wealth Planning Associate to provide administrative support to Wealth Advisors and contribute to the firm’s wealth management services. This full-time, permanent role offers opportunities for continued financial education and career growth within a dynamic, collaborative environment. The position requires a commitment to client service, a focus on problem-solving, and a strong work ethic.
Requirements
- 3+ years’ related work experience in a client facing role at a wealth management firm.
- Canadian Securities Course (CSC).
- Excellent written and verbal communication skills.
- Exceptional interpersonal and relationship management skills.
- Resourceful self-starter with accountability and ability to thrive in a fast-paced environment.
Benefits
- Competitive performance bonus
- Profit-sharing program
- RRSP contribution