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 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!
To support the growth of our Insurance Services department, we are looking for an experienced Insurance Service Associate, Inforce. This is an exciting opportunity to join our growing insurance operations team of experts responsible for providing exceptional service to our Advisory Teams and high-net-worth clients. The successful candidate will work in collaboration with our Advisors and clients to support their insurance related needs. This role will consist of case coordination and servicing our clients and their existing insurance needs.
As an Insurance Service Associate, Inforce you will:
Skills and Qualifications:
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: nicolawealth.com/careers
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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