Client Services Intern

Job Description

About Nicola Wealth:

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 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. 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

Purpose of the Role::
We have an exciting internship opportunity within our Client Services team for a student enrolled in post-secondary studies specializing in Finance, Economics, or Business. This role is ideal for someone eager to apply their academic knowledge in a professional setting while contributing to a dynamic, client-focused environment.

As a
Client Services Intern
, you will provide administrative and operational support to the Client Services team as they deliver exceptional service to our high-net-worth clients and our advisors. You will contribute to the day-to-day client experience through documentation and administrative support, while assisting with data quality and cleanup tasks that help maintain accurate, reliable client information. This role is well-suited to someone who is detail-oriented, service-minded, and eager to strengthen communication, problem-solving, and relationship management skills within a collaborative team environment.

This will be a 3-month internship starting in June 2026. The location will be a hybrid of work from home and an in-office environment at our Vancouver/Toronto office.

Core Responsibilities:

• Maintain accurate client records by completing data integrity checks and supporting updates in CRM systems to ensure strong quality control and reliable reporting
• Prepare and organize regulatory and client documentation to support compliant account maintenance and timely completion of non-financial client requests.
• Provide administrative support for client service requests, validate client integrity information, and assist with team assignments and initiatives.
• Support Client Web related administrative tasks and assist with addressing or routing related inquiries to help enable a seamless client experience.

Required Skills & Qualifications:

• Currently enrolled in an undergraduate program at an accredited Canadian university/college in Finance, Economics or Business.
• Strong attention to detail and organization skills.
• Proficiency in MS Office including MS word, Excel, PowerPoint, and Outlook.
• Excellent communication skills in English (both written and verbal).
• A self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
• Experience working independently, as well as in partnership with other team members.
• Available full-time for the full summer term.
• Legally eligible to work in Canada for the full term.

Compensation & Benefits Package:

Our internship position offers a competitive market salary of
$26 per hour
, along with additional benefits.

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.

Application closing date is March 4th, 2026
This role is a current vacancy within Nicola Wealth.

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:

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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

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