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About the Role

This co-op opportunity within the Client Services team is for a 3rd or 4th-year post-secondary student specializing in Finance, Economics, or Business. The role involves applying academic knowledge in a dynamic, client-focused environment, providing exceptional service to high-net-worth clients. This 8-month co-op term runs from September 2026 to May 2027, with a hybrid work model requiring 4 days in-office per week.

Responsibilities

Ensure client account compliance through regulatory documentation.
Provide administrative expertise and personalized client service.
Execute non-financial client requests.
Liaise with custodians and insurance carriers to fulfill client requests, escalating as needed to meet service level agreements.
Maintain client data and perform data integrity checks.
Provide backup support to team members.
Perform other assigned responsibilities as organizational needs change.

Requirements

Enrollment in 3rd or 4th year of a post-secondary degree or diploma in Finance, Economics, or Business.
Strong client service and client relations skills with prior experience.
Experience or keen interest in the financial services industry.
Experience with CRM databases, Salesforce preferred.
Ability to work independently and collaboratively.
Capability to thrive in a dynamic, fast-paced, entrepreneurial environment, demonstrating strong organization, time management, prioritization, and adaptability.

Skills

Exceptional attention to detail and accuracy.
Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
Excellent written and verbal English communication skills.
Self-starter with initiative and critical thinking for independent problem-solving.
Strong organization, time management, and prioritization skills.
Adaptability to change.

Location

Hybrid (work from home and in-office)
In-office 4 days per week

Work Type

Co-op
8-month term

Experience Level

Student (3rd or 4th year post-secondary)

Education Level

Post-secondary degree or diploma in Finance, Economics, or Business

Salary/Compensations

$26/hour (dependent on experience, skills, qualifications, and internal equity)

Benefits

Profit sharing programs
Comprehensive benefit programs
Share ownership program

About the Company

Nicola Wealth is a national leader in wealth management, recognized for sophisticated financial planning, diversified private investment funds, 98% client retention, and an award-winning culture.
Recognized as a Best Managed Company and one of Canada’s Top Employers.
Dedicated to upholding firm values and delivering extraordinary client service in a values-driven environment.
Fosters collaboration, creativity, and entrepreneurial spirit, offering opportunities for impact and career growth.
Passionate about business, culture, and investing in employee development.

Equal Opportunity

Inclusive, equal opportunity employer.
Committed to removing barriers for equal employment access.
Provides reasonable accommodation during the recruitment process; contact accessibility@nicolawealth.com for assistance.
All accommodation request information is handled consistent with applicable laws and company policies.