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Wealth Planning Associate - Path
Remote / Online - Candidates ideally in
Toronto, Ontario, C6A, Canada
Listed on 2026-01-14
Toronto, Ontario, C6A, Canada
Listing for:
Nicola Wealth Management Ltd.
Full Time, Remote/Work from Home
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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