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The Administrative Coordinator, Private Capital is responsible for optimizing meeting effectiveness, ensuring operations and project success, and delivering strategic support for the Private Capital team at Nicola Wealth.

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients, focusing on estate planning, tax planning, risk management, and investment management. This position offers an opportunity to build relationships and contribute to the growth of the advisory team.

The Senior Wealth Planning Associate role specializes in servicing the internal Staff Accounts portfolio by providing holistic financial advice to employees. Responsibilities include client engagement, analysis, client service, financial literacy education, and lead development.