At Nicola Wealth, our clients deserve the best. The same goes for our people. We invest in our employees in order to support our business through a period of significant growth. As a member of the Client Services Team, you will help our clients get the best that Nicola Wealth has to offer, and you will receive the same in return.
By bringing together smart, dedicated, high caliber colleagues from diverse backgrounds, we deliver extraordinary client service in a truly dynamic work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for incoming employees to make a real impact. We are passionate about our business and our culture, and are looking to attract, retain and develop individuals who have that same drive.
We take pride in our work and are trusted advisors to our clients. We are looking for talented, highly motivated individuals with exceptional experience who can embody our culture and values as a creative, collaborative and hard-working organization.
We are looking for a Client Service Associate, Registered Plans Administrator with polished interpersonal skills to join our growing Client Services Team.
Do you have a strong client service mindset and continually seek to find creative solutions to address client needs?
Do you have a strong administrative background and in-depth knowledge of the administrative requirements of the financial industry?
Have you executed on requests related to registered plan products and have a good understanding of the requirements associated with registered plan transactions?
As a Client Service Associate, Registered Plans Administrator you will be responsible for providing exceptional service to our Advisory Team and our high net worth clients. In this role, you are a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills in order to provide a high level of administrative service to our clients. Using your in-depth knowledge of registered plan products, you will execute on the overall administration of our clients registered plans. Using your industry knowledge and excellent relationship management skills you are able to deliver exceptional service to our advisors and clients.
As Client Service Associate, Registered Plans Administrator, your main responsibilities will include:
As a Client Service Associate, Registered Plans Administrator, your skills and qualifications will include:
Application closing date is April 30, 2021.
Please include both 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: www.nicolawealth.com
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About Nicola Wealth
Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $7.4 Billion AUM. More than a financial planning firm, we offer sophisticated wealth management stra...Read More