We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are passionate about our business, our culture and investing deeply in your growth and development to build for the future.
By bringing together caring, driven and collaborative colleagues from diverse backgrounds, we deliver extraordinary client service in a dynamic and value-driven work environment. The mentorship, creativity, and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career.
Carve out a career and come grow with us!
Department Overview
This is a fantastic opportunity to join the Advisory Services Division, a fast-growing team within the firm, responsible for providing exceptional service to our high-net worth clients. We take a sophisticated and holistic approach, providing tailored and comprehensive wealth planning and investment management solutions to satisfy each of our high-net-worth clients’ unique set of circumstances. Our approach is to help our clients build the financial, personal, and philanthropic legacies that matter to them. Our vision is to provide clients with a bespoke and personalized experience to foster and cultivate meaningful and impactful relationships.
Position Summary
Are you admired for your client centric and growth mindset, attention to detail, exceptional standards, and passion for delivering exemplary client experience?
This integral, client-facing role is dedicated to supporting a team of Wealth Advisors, Wealth Planning Associates, and their clients. We focus on personal and professional development and are committed to helping you maximize your potential to achieve long-term work/life fulfillment.
This is a permanent role that offers a hybrid working model (based in our Vancouver office) and the ability to work flexible/reduced hours for those seeking greater work/life flexibility.
As an Administrative Associate within the Advisory Services Division, your main responsibilities include:
As an Administrative Associate, your key attributes will include:
As an Administrative Associate, your experience and qualifications will include:
Please include both a cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive, equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers
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