Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% 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.

We are passionate about our business, our culture and investing deeply in your growth and development to build for the future.

The Client Service

Associate, Estates Administrator provides specialized estate settlement expertise, guidance, and operational support to the Private Wealth Team and clients navigating complex estate matters. This role manages and coordinates the end-to-end estate settlement process, working closely with executors, beneficiaries, advisors, and external and internal partners to deliver a seamless, client-centered experience during one of the most significant and challenging life events. Review client holdings in investment accounts and determine requirements to settle estates and death claims.

Act as operational liaison with custodians, insurance carriers, and external partners to facilitate estate settlements, resolve complex issues, and ensure consistent execution of estate-related transactions. Provide support and guidance on estate settlement matters, proactively identifying risks and escalating issues as needed to support SLAs and successful client outcomes.



Work in partnership with the Private Wealth team to provide expertise and create a seamless client experience.

Finalize tax receipts issued for settlement. Maintain accurate client and estate records within firm systems and contribute to the ongoing adoption and optimization of case management and workflow tools. Deliver a high level of end-to-end personalized client service.

Utilize knowledge and expertise with estate settlement to identify opportunities for improvement to existing processes. Undergraduate degree or related financial services designation is an asset. ~ A strong understanding of registered plans in relation to the estate settlement process. ~ Experience processing beneficiary changes and setting up POAs on client accounts. ~ Basic knowledge of common law in relation to estates and wills. ~ Proficiency with MS Outlook, Excel, Word, PowerPoint and Teams and experience with a CRM database. ~ Familiarity with industry and compliance regulations and ability to monitor and be aware of risk in terms of client confidentiality. ~ You must be legally eligible to work in Canada on a full-time basis. This position comes with a base salary range of $51,000 - $65,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program.

Whether it's participating in our profit sharing and benefit programs on day one, or the chance to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. Please include both a cover letter and resume in support of your application. 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.

📌 Client Service Associate, Estates Administrator (Toronto)
🏢 Socket.dev
📍 Toronto