Wealth management beyond stocks and bonds.
Vancouver, BC
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
On-site · Vancouver
Manage insurance correspondence, policy contract mailings and audits, policy documents, and ongoing policy changes. Provide responsive service to internal and external clients, coordinate operational tasks, and collaborate on process improvements across teams.
On-site · Toronto
Own marketing measurement, attribution, reporting, and research to connect marketing activity and investment with pipeline, revenue, and long-term client value. Lead and develop a Data Analyst, translate analysis into actionable recommendations, and partner with marketing, enterprise data, sales, finance, and executive teams.
On-site · Kelowna
<div class="content-intro"><h4><span style="font-size: 14pt;">About Nicola Wealth:</span></h4> <p>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.</p> <p>By bringing together smart, dedicated and su…
Hybrid · Toronto
The Vice President will drive business development and sales operations to expand Nicola's presence in the Canadian institutional marketplace. They are responsible for managing client relationships, securing new institutional accounts, and executing strategic growth plans.
Hybrid · Vancouver
The Accounting Manager is responsible for the month-end close, financial reporting, and NAV calculations for real estate limited partnerships. They will also drive process improvements, mentor junior staff, and provide insightful financial analysis to the management team.
On-site · Vancouver
The Senior Financial Analyst will perform financial analysis across real estate portfolios and manage Yardi-based reporting and system configurations. They will also collaborate with the team to improve data accuracy, automate reporting processes, and support budgeting and forecasting initiatives.
Hybrid · Vancouver
The role involves providing high-level executive support to the Managing Director, including complex calendar management, travel coordination, and drafting confidential communications. Additionally, the incumbent will manage internal and external stakeholder relationships, prepare reports, and coordinate projects to ensure business priorities are met.
Hybrid · Toronto
The Copywriter crafts clear, persuasive, and on-brand copy for marketing campaigns and content across various channels. They collaborate with creative teams and subject-matter experts to translate complex financial topics into accessible, compliant, and credible messaging.
On-site · Vancouver
The Portfolio Administrator provides back-office support for investment products, including trade processing, execution, and settlement. They also monitor custom programs for recommendations and collaborate with internal teams to support project objectives.
On-site · Vancouver
The Director of Growth Marketing will lead the development and execution of comprehensive growth strategies to drive customer acquisition and retention. They will oversee marketing initiatives and manage cross-functional teams to achieve organizational growth objectives.
On-site · Toronto
The role involves managing the end-to-end estate settlement process by coordinating with executors, beneficiaries, and internal partners. It also requires providing specialized operational support, reviewing client holdings, and ensuring accurate record-keeping within firm systems.
On-site · Vancouver
The Credit Analyst will perform in-depth research on corporate credits and construct portfolios with strong risk/reward characteristics. They will also monitor portfolio positions, conduct quantitative analysis, and assist in the integration of new technologies to streamline investment processes.
On-site
<div class="content-intro"><h4><span style="font-size: 14pt;">About Nicola Wealth:</span></h4> <p>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.</p> <p>By bringing together smart, dedicated and su…
Hybrid
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 servic…
On-site · Toronto
The role focuses on growing sales by identifying and meeting the insurance needs of physicians through proactive outbound calling and relationship building. It involves collaborating with the LFG team and Nicola Wealth Advisory Services to provide holistic financial plans and comprehensive insurance solutions.
Hybrid · Vancouver
Provide comprehensive wealth planning and investment management solutions to a diverse client base. Develop new client relationships and manage existing ones through holistic financial advice and strategic planning.
Hybrid · Toronto
Provide comprehensive wealth planning and investment management solutions to a diverse client base. Develop new client relationships and manage existing ones through holistic financial advice and strategic planning.
Hybrid · Kelowna
Provide comprehensive wealth planning and investment management solutions to a diverse client base. Develop new client relationships and manage existing ones through holistic financial advice and strategic portfolio design.
