About this role
Wealth Planning Associate (Toronto) at Nicola Wealth. Location: Toronto, Ontario, Canada. Role: support advisors, manage reviews, prepare reviews Requirements: 3+ years client-facing experience in wealth management; CSC; strong communication, numerical, and interpersonal skills; self-starter; ability to work in a fast-paced environment. Category: Finance and Accounting Seniority: Mid Level Tools: CRM (Salesforce) Commitment: Full Time Workplace: Hybrid Languages: English