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!
Department Overview:
This is a fantastic opportunity to join the Private Wealth 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 cultivate meaningful and impactful relationships.
Position Summary:
Do you have a passion for delivering exemplary client service along with a keen attention to detail and a desire to grow in your career?
As a member of the Internship Program, you will be part of our high-performing Associates Team, learning from the ground up while working alongside Associates and our best-in-class Wealth Advisors. We focus on personal and professional growth and are committed to helping you maximize your potential to achieve success and to inspire career paths such as people leadership, Wealth Advisors, and career Associates.
This is a one-year full time internship program, beginning in June 2025. Upon successful completion of the program, you will have a chance to be hired as a full-time Wealth Planning Associate. Please see our brochure to learn more about the program.
The is a hybrid role based in our Vancouver office. As part of our hybrid working arrangement, you will be expected to be in the office full-time for the first four weeks of your employment, followed by a minimum of three days in the office per week for the remainder of your internship program.
Qualifications and Key Attributes:
- Post-secondary education in finance or related discipline.
- Desire to enroll in and complete the Canadian Securities Course (CSC) during the length of the program.
- Interest in pursuing a career in wealth management.
- Exemplary organizational skills with a keen eye for detail.
- Excellent written and verbal communication skills.
- An analytical mindset.
- Resourceful and a self-starter.
- Exceptional interpersonal and relationship management skills.
- Ability to collaborate and work well as part of the wider team.
- Curious, inquisitive and the ability to adapt to change.
Compensation & Benefits Package:
This position comes with a competitive base salary hiring range of $50,000-$60,000, dependent on experience, skills, qualifications, and internal equity.
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: www.nicolawealth.com/total-rewards.
Application closing date is May 5, 2025.
Thank you for your interest in this role. Please note that we will only be reaching out to successful applicants.
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: www.nicolawealth.com/careers.
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 [email protected] 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!
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What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
