Senior Manager, Private Wealth - Associates We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our 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 dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! Purpose of the Role: The Senior Manager, Private Wealth Associates plays a pivotal leadership role in the Private Wealth team by guiding, developing, and managing a high-performing group of Wealth Planning Associates (WPAs) and related support roles. This role serves as both a people leader and strategic enabler—responsible for talent development, resource management, performance coaching, recruitment, and enhancing operational effectiveness across Advisor teams. The Senior Manager, Private Wealth Associates acts as the bridge between Associates and Advisors, ensuring a consistent, supportive, and developmental experience for team members and aligning talent with the business needs of the firm. This is a hybrid role based in our Vancouver offices. Core Responsibilities: Provide high-touch leadership to a span of ~15–20 Associates across levels (AA, WPI, WPA, SWPA). Conduct frequent 1:1s (weekly, biweekly, monthly based on tenure) focused on career development, performance coaching, and feedback. Manage performance issues with discretion, EQ, and professionalism—often mediating between Associates and Advisors. Recruit and onboard Associates; continuously build a candidate pipeline through networking and partnerships with Talent Acquisition. Align Associate skillsets with Advisor needs through active resource planning and internal mobility oversight. Ensure appropriate staffing levels, succession planning, and transitions for high-performing or underperforming team members. Partner closely with the Business Management team to ensure effective roll-out of Private Wealth strategic initiatives Participate in strategic planning discussions and implement team-level tactics to support broader business goals. Standardize development practices and performance feedback loops. Use internal systems such as Reflektiv, SharePoint, Salesforce, and Dayforce to manage team operations and performance records. Required Skills & Qualifications: A minimum of 5 years of leadership experience, ideally in the financial services industry in a client facing role. Background in Wealth Planning is highly valued (CFP, CIM, or equivalent) though not required. Familiarity with financial planning tools and CRM systems (Salesforce). Experience managing professional, career-focused employees and working with senior stakeholders. Completion of a Bachelor’s degree in a related discipline. History of delivering results in a high performing, service-oriented capacity. Must be legally eligible to work in Canada for any employer. Compensation & Benefits Package: This position comes with a base salary range of $110,000 - $140,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications. At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: . Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: . It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies. Thank you for your interest in a career with Nicola Wealth! Create a Job Alert Interested in building your career at Nicola Wealth? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf #J-18808-Ljbffr
Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our 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 dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! Purpose of the Role: Are you a proactive, results-oriented insurance advisor motivated to accelerate your practice by joining a growing company that saves physicians money on their insurance? Are you committed to building lasting relationships, delivering superior client service, and learning from an experienced leader and team? As an Insurance Advisor with Levine Financial Group, a Nicola Wealth Company, you will join an established, successful team, partner with and be mentored by the President of LFG, and accelerate your career by specializing in physicians’ insurance solutions. This position is based in Toronto, Ontario. Core Responsibilities: Building the business by growing sales, discovering physicians’ insurance needs, and offering solutions to meet those needs. Proactively making regular outbound calls to physicians and successfully converting these leads to new clients. Building rapport and trusted relationships with clients through active listening, providing excellent advice, and handling tough questions. Regular meetings with clients at their location to foster relationships and provide excellent service. Consistently following established procedures, including being detail-oriented when following LFG processes, entering data into systems, and a commitment to client follow-up. Being mentored and learning directly from the president of LFG — you’re at a point in your career where you are ready to apply your people, sales, and insurance skills in the physician market and learn from a deeply experienced insurance specialist. Working collaboratively within a small but mighty LFG team including underwriters and a process support team who are driven, respectful, and all contribute to a team environment. Partnering with the Nicola Wealth Advisory Services team to deliver on a cross-referral strategy, provide existing Levine Finance Group clients with a holistic and comprehensive financial plan, and support the growth of the Nicola Wealth/LFG insurance business. Required Skills & Qualifications: A minimum of 3 years of related work experience as an insurance advisor working in a high performing, client service-oriented capacity. Completion of the Life License Qualification Program (LLQP). Completion or in the process of obtaining the following is considered an asset: Canadian Securities Course (CSC) Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level You are highly proficient with computer systems including MS Word, Excel, and Outlook. You are legally eligible to work in Canada for any employer. Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: . It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process, please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies. Thank you for your interest in a career with Nicola Wealth! Create a Job Alert Interested in building your career at Nicola Wealth? Get future opportunities sent straight to your email. Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf #J-18808-Ljbffr
A leading wealth management firm in Toronto seeks a Senior Wealth Planning Associate to support Wealth Advisors, manage client reviews, and deliver personalized client service. The ideal candidate has over 3 years of client-facing experience in wealth management, strong communication skills, and has completed the Canadian Securities Course. This full-time role offers a salary range of $70,000 - $85,000 along with performance bonuses and a comprehensive benefits package.
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We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our 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 dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! Purpose of the Role: As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career-long Wealth Planning Associate or a future Wealth Advisor. This is a full-time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week. Core Responsibilities: Support Wealth Advisors to provide first-class financial planning and strategic wealth management services to our clients. Manage client reviews, schedule meetings, and prepare client meeting materials. Perform insurance needs analysis. Manage day-to-day client requests and partner with various internal Nicola Wealth teams to execute, as applicable. Deliver a high level of end-to-end personalized client service with rapid resolution of queries. Engage in ongoing learning and development to improve skills and knowledge.i> Other relevant and related responsibilities, as assigned and as the needs of the organization change. Required Skills & Qualifications: 3+ years’ related work experience in a client facing role, at a wealth management firm with exposure to investment, financial planning, and insurance planning. Canadian Securities Course (CSC). Excellent written and verbal communication skills. Demonstrated ability to work with numbers with an analytical mindset. Exceptional interpersonal and relationship management skills. Resourceful self-starter who takes accountability for, and pride in, their work. Thrive in a dynamic, fast paced, and deadline driven environment. Ability to focus on complex tasks for long periods of time with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualifications: Completion (or in the process of completion) of the following is considered an asset: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) Experience with a CRM, ideally Salesforce Compensation & Benefits Package: This position comes with a base salary range of $70,000 - $85,000 plus a competitive performance bonus, RRSP contribution and participation in our profit‑sharing program. Base salary will be commensurate with experience, skills, and qualifications. At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: . Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies. Thank you for your interest in a career with Nicola Wealth! #J-18808-Ljbffr
Senior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our 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 dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values‑driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! Purpose of the Role As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Senior Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career‑long Wealth Planning Associate or a future Wealth Advisor. This is a full‑time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week. Core Responsibilities Support Wealth Advisors to provide first‑class financial planning and strategic wealth management services to our clients. Manage client reviews, schedule meetings, and prepare client meeting materials. Perform insurance needs analysis. Manage day‑to‑day client requests and partner with various internal Nicola Wealth teams to execute, as applicable. Deliver a high level of end‑to‑end personalized client service with rapid resolution of queries. Engage in ongoing learning and development to improve skills and knowledge. Other relevant and related responsibilities, as assigned and as the needs of the organization change. Required Skills & Qualification 3+ years’ related work experience in a client‑facing role at a wealth management firm with exposure to investment, financial planning, and insurance planning. Canadian Securities Course (CSC). Excellent written and verbal communication skills. Demonstrated ability to work with numbers with an analytical mindset. Exceptional interpersonal and relationship management skills. Resourceful self‑starter who takes accountability for, and pride in, their work. Thrive in a dynamic, fast‑paced, and deadline‑driven environment. Ability to focus on complex tasks for long periods of time with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualification Certification or ongoing completion of: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) Experience with a CRM, ideally Salesforce Compensation & Benefits Package This position comes with a base salary range of $70,000 - $85,000 plus a competitive performance bonus, RRSP contribution and participation in our profit‑sharing program. Base salary will be commensurate with experience, skills, and qualifications. At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: Application Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies. Thank you for your interest in a career with Nicola Wealth! #J-18808-Ljbffr
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our 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 dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! Purpose of the Role: The Senior Salesforce Administrator plays a critical role in maximizing the value and performance of our Salesforce platform. This role will oversee the full lifecycle of the platform from strategic planning to hands‑on execution to ensuring it aligns with evolving business objectives and delivers measurable impact across the organization. The role involves close collaboration with stakeholders, maintaining data integrity, and continuously optimizing the environment to enhance reliability, scalability, and user adoption. This is a hybrid role based in our Vancouver office. Core Responsibilities: Platform Administration: Serve as the primary administrator and subject matter expert for our Salesforce environment, ensuring platform stability, security, data integrity, and optimal configuration. Manage day-to-day operations, user support, and platform reliability. Product Strategy: Collaborate with stakeholders across the organization to gather business requirements, refine processes, and shape a clear product vision. Provide expert guidance on scalable Salesforce solution approaches that align with strategic project goals. Solution Design & Configuration: Analyze business needs and translate them into Salesforce solutions. Design and implement scalable configurations including workflows, custom objects, page layouts, record types, validation rules, Lightning pages, and other point‑and‑click features to optimize the user experience. Automation & Optimization: Leverage standard Salesforce automation tools—such as Flows, Quick Actions, etc. to streamline user tasks and business processes. Continuously evaluate platform usage, performance, and data integrity to identify and implement improvements. User Enablement: Provide ongoing training, documentation, and responsive support to business users. Promote adoption of Salesforce best practices through enablement strategies tailored to end‑user needs. Change Management: Lead change initiatives related to platform updates, new feature rollouts, and process enhancements. Ensure smooth transitions and minimal disruption through thoughtful planning and communication. Innovation & Best Practices: Stay up to date with Salesforce releases, industry trends, and new technologies. Proactively assess and recommend features or tools that can add value to the business and modernize existing processes. Data Management: Maintain high standards of data quality through regular audits, cleansing, and enforcement of validation and duplicate rules. Manage data imports, exports, and storage needs while ensuring compliance with data governance standards. Security & Access Controls: Implement and maintain user roles, profiles, permission sets, and sharing rules to enforce platform security and support evolving business requirements. Systems Integration: Collaborate with developers, vendors, and IT teams to manage and maintain integrations with external systems. Understand the impact of integrations on data models, performance, and workflows to ensure cohesive platform performance. Required Skills & Qualifications: Bachelor’s degree in Computer Science, Information Systems, Business, or a related field. Minimum of 5 years of experience as a Salesforce Administrator in organizations that use Financial Services Cloud Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, or equivalent certifications preferred. Strong understanding of Salesforce platform capabilities, limitations, standard objects, fields, and functionality. Hands‑on experience with Salesforce configuration, customization, and tools such as Lightning App Builder, Dynamic Forms and Salesforce Flow Experience with Integrations with Marketo and/or Mako are a definite asset Familiarity with Salesforce latest AI capabilities is an asset Must be legally eligible to work in Canada for any employer Compensation & Benefits Package: This position comes with a base salary range of $100,000 - $120,000 plus a competitive performance bonus, RRSP contribution and participation in our profit‑sharing program. Base salary will be commensurate with experience, skills, and qualifications. At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: . Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: . It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies. Thank you for your interest in a career with Nicola Wealth! #J-18808-Ljbffr
A leading wealth management firm in Toronto is seeking a Wealth Planning Associate to provide exceptional administrative support to Wealth Advisors. Applicants should have at least 3 years of client-facing experience within wealth management and possess strong communication skills. The role includes managing client requests and supporting financial planning activities. The position offers a salary range of $70,000 - $85,000 plus additional benefits and a flexible work environment.
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Senior Wealth Planning Associate (Toronto) Location: Toronto, ON We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our 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 dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values‑driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! Purpose of the Role As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Senior Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career‑long Wealth Planning Associate or a future Wealth Advisor. This is a full‑time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week. Core Responsibilities Support Wealth Advisors to provide first‑class financial planning and strategic wealth management services to our clients. Manage client reviews, schedule meetings, and prepare client meeting materials. Perform insurance needs analysis. Manage day‑to‑day client requests and partner with various internal Nicola Wealth teams to execute, as applicable. Deliver a high level of end‑to‑end personalized client service with rapid resolution of queries. Engage in ongoing learning and development to improve skills and knowledge. Other relevant and related responsibilities, as assigned and as the needs of the organization change. Required Skills & Qualification 3+ years’ related work experience in a client‑facing role at a wealth management firm with exposure to investment, financial planning, and insurance planning. Canadian Securities Course (CSC). Excellent written and verbal communication skills. Demonstrated ability to work with numbers with an analytical mindset. Exceptional interpersonal and relationship management skills. Resourceful self‑starter who takes accountability for, and pride in, their work. Thrive in a dynamic, fast‑paced, and deadline‑driven environment. Ability to focus on complex tasks for long periods of time with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualification Certification or ongoing completion of: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) Experience with a CRM, ideally Salesforce Compensation & Benefits Package This position comes with a base salary range of $70,000 - $85,000 plus a competitive performance bonus, RRSP contribution and participation in our profit‑sharing program. Base salary will be commensurate with experience, skills, and qualifications. At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: Application Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies. Thank you for your interest in a career with Nicola Wealth! #J-18808-Ljbffr
A leading wealth management firm in Vancouver is seeking a Senior Salesforce Administrator to enhance their Salesforce platform. The role involves overseeing platform administration, collaborating with stakeholders, and ensuring data integrity. Applicants should have at least 5 years of experience in a similar role, along with relevant Salesforce certifications. The position offers a competitive salary of $100,000 - $120,000 plus additional benefits including bonuses and profit-sharing programs.
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A financial services firm in Toronto is looking for a Senior Wealth Planning Associate to support Wealth Advisors in delivering top-notch financial planning and wealth management services. The ideal candidate should have over 3 years of client-facing experience in wealth management, excellent communication skills, and a solid understanding of financial planning. This full-time position offers a competitive salary range of $70,000 - $85,000 plus bonuses and a comprehensive benefits package.
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