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 a 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!
The In Force Associate plays a critical role in supporting the ongoing administration and servicing of insurance policies. With a strong attention to detail and a commitment to delivering exceptional client service, this role ensures accurate and timely processing of policy changes, documentation management, and communication with internal teams and external partners. Operating in a fast-paced, deadline-driven environment, the In Force Associate contributes to operational excellence and cross-functional collaboration within the Advisory Services team. This is a hybrid role requiring a minimum of two days per week in the office
Core Responsibilities:- Process in force policy changes and regular and ongoing maintenance.
- Facilitate Advisory Team revenue and commission changes.
- Generate fiscal year end summaries for corporate insurance policies.
- Handle notices received from insurance carriers and communicate relevant details to the Advisory Team.
- Manage policy documents (e.g. scan mail and save to client file, prepare and mail policy contracts).
- Participate in cross-functional team meetings and collaborate on projects with members of the Advisory Services team to improve processes across teams.
- Deliver a high level of personalized, end-to-end, client service to internal and external clients.
- Answer queries in a timely and solutions-based manner.
- Coordinate operational tasks aligning to MGA responsibilities.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.
- 1+ years’ experience in a client facing role in the financial services industry. Permanent and Term Life insurance, Critical Illness, Disability Insurance, or Long Term Care Insurance is preferred.
- Completion of, or in the process of obtaining, Life License Qualification Program (LLQP).
- You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
- You are legally eligible to work in Canada for any employer.
This position comes with a base salary range of $50,000 - $65,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
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What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
