Wealth Management Associate

Join Nicola Wealth as a Wealth Management Associate and provide outstanding client support. Engage in comprehensive financial planning and wealth management tasks in a values-driven culture.

In this role, you'll assist Wealth Advisors in delivering tailored financial solutions to clients. Your expertise in financial planning will be crucial as you handle client inquiries and conduct thorough investment analysis. Emphasizing learning and professional growth, this position promises a rewarding career path in wealth management.

Key Responsibilities:

• Assist Wealth Advisors with financial planning services

• Prepare investment portfolio reviews and client meeting templates

• Collaborate with internal teams to address client needs

• Manage client reviews and schedule necessary meetings

• Perform insurance needs analysis for client benefit

Requirements:

• 3+ years in client-facing wealth management roles

• Background in finance or a related field

• Canadian Securities Course (CSC) completed

• Strong verbal and written communication abilities

• Ability to manage multiple priorities under pressure

Leverage your financial planning and client service skills with Nicola Wealth’s dedicated team.
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