Wealth Planning Associates
At Nicola Wealth, we pride ourselves on delivering outstanding service and sophisticated planning expertise to affluent families across Canada. Our Advisors are well-trained; strategic, knowledgeable and conversant in several disciplines, from investments and insurance to tax and estate planning.
We develop our people to achieve success.
Growing with Nicola Wealth
The company is building for the future and looking to invest in talented team members to add to our Wealth Planning Associate (WPA) team to support our clients while learning their craft. We value individuals who want to do exceptional work and are driven to be part of a team with the ambition to reach new levels and contribute to a collaborative culture of excellence. Learning from the ground up, and starting as a Wealth Planning Associate, many progress to Senior Wealth Planning Associates and then to Wealth Advisors. Our WPA Career Development Program focuses on career growth to maximize potential and success in career paths such as people leadership and Wealth Advisors.
Promoting and Developing Talent
Our corporate leadership is committed to internal growth and development – our continued success relies on supporting everybody in reaching their full potential by creating a thriving team environment.
Developing our people to achieve success is a top priority for us. We invest in our people by focusing on developing, promoting, and retaining internal talent within our growing company.
Our commitment to organic growth means we are mindful of providing advancement opportunities. That means 1:1 coaching sessions tailored to individual development plans, career path and structured learning that includes “stretch” experiences to accelerate learning.
In addition to being a fast-paced company that offers exposure to challenging work and interesting opportunities, we support professional accreditations, and continuous education, offering financial support and study days.
Working with the best
Mentorship is a core tenet of our talent development program, as it gives the opportunity to learn from the best in the business. Nicola Wealth WPAs have direct access and will work alongside some of the leading advisors in the nation.
Our model of having two advisors on each client file means gaining exposure to different approaches and styles to help inform your own development. We provide robust onboarding and training with peer-to-peer and senior advisor mentorship, as well as specialized learning cohorts and study groups.
Sharing the Pie
We believe in “sharing the pie” – an abundant mindset of opportunity, collaboration, and participation in success; together, we perform at our very best.
We support a caring culture of excellence and our commitment to investing in talent means mutual success for you, your colleagues, and our company. Our goal is to develop future Advisors with a “sharing the pie” mindset to help nurture our thriving culture of a generous and high-performing team.
You need very good people to come on board to create the growth you want and buy into the vision you have as a company. And they need to, in my opinion, share in the benefits that come from that.
