As a member of the Internship Program, you will be a part of our Wealth Planning Associates (WPA) team, learning from our Wealth Advisors.

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At Nicola Wealth we value our people. Individual growth and development within this program are top priorities for us. As a member of the Internship Program, you will be a part of our Wealth Planning Associates (WPA) team, learning from our Wealth Advisors.

The WPA team is a diverse group of high-achieving individuals who have a mutual goal of supporting each other through challenges to achieve both individual and team success.



Accelerate Your Growth

The first step to your program will be building the foundation with a comprehensive introduction to Nicola Wealth and our processes.

Building a foundation

The second step is to understand the fundamentals of a career as a Wealth Planning Associate, including an introduction to the tools we use in the financial planning and investment management process. You will also gain a solid understanding of cash flow, retirement, estate and tax planning, and how we successfully integrate these strategies into our client's financial plans to help preserve and grow wealth.

Learning the fundamentals of the WPA role

After completing your program, you will be matched with a Private Wealth Team and an assigned Wealth Planning Associate mentor to facilitate your transition to a career as a Wealth Planning Associate at Nicola Wealth.

Integrating knowledge and skills

Your path to success.

As a team, we embrace the&nbsp;core values&nbsp;of Nicola Wealth in conjunction with the WPA team goals and values listed below.

<ol>
<li>The Success of our Clients</li>
<li>Mutual Respect and Collaborative Relationships</li>
<li>Hard Work, Innovative Problem Solving, and Continuous Self-Improvement</li>
<li>Initiative and Leadership</li>
</ol>

Values 

Training and Development&nbsp;&ndash;&nbsp;continuous learning and growth for both technical and human skills
Boosting Work Performance&nbsp;&ndash;&nbsp;technological improvements, ideas and improving workflow and processes
Strengthening Relationships&nbsp;&ndash;&nbsp;between other teams in the firm and advisors
Supporting Each Other&nbsp;&ndash; peer to peer mentorship

Goals

<ul>
 <li>Strong attention to detail</li>
 <li>Consistency in output</li>
 <li>Excellent organization skills</li>
 <li>Strong communication (verbal, written)</li>
 <li>Solutions based mindset</li>
 <li>Positive, &ldquo;can do&rdquo; attitude</li>
 <li>Curious and inquisitive</li>
 <li>Asks great questions</li>
 <li>Humility</li>
 <li>Receptive to feedback with openness to change</li>
 <li>Self-starter; resourceful</li>
 <li>Team player</li>
 <li>Ability to build rapport with our Advisory Team</li>
</ul>

Success Factors

What You'll Learn

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This program will help you:

* Understand the business and learn from the ground up
* Meet leaders from other Nicola Wealth departments to gain exposure on how different functions of the business work together in supporting our clients
* By providing intentional learning objective goals that are meaningful and structured to reﬂect the experience of the Wealth Planning Associate (WPA) role
* Participate in ad hoc Private Wealth projects, committee work, Wealth
* Planning Associates Committee (WPAC) initiatives
* Develop industry knowledge and enhance soft skills
* Receive direct mentorship from members of Private Wealth
* By supporting your career, professional and personal development

Your Career at Nicola Wealth

Continuous growth, mentorship, and loyalty are values dear to my heart. Nicola Wealth’s culture cultivates growth organically while building internal mentorship dynamics. 

I truly believe Nicola Wealth’s approach to financial planning and wealth management is unmatched, and that our objectives are perfectly and mutually aligned with those of our clients.

I was drawn to Nicola Wealth because of its outstanding reputation and continuous growth of the firm. More specifically, the corporate culture within the firm and how amazing of a team Nicola has.

What our interns say

Internship Insights

Private Wealth Internships

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor