Nicola Wealth Management Ltd., established in 1994, is a leading independent private investment counselling firm in Canada with over $16.8 billion in assets under management. Specializing in integrated wealth planning, investment management, tax planning, risk management, and estate planning, the company offers a comprehensive range of services across traditional and private asset classes. With extensive experience navigating market cycles and economic downturns, Nicola Wealth is distinguished by its team of expert investment professionals and commitment to personalized client solutions.
Open Positions
Senior Wealth Planning Associate (Toronto)
3+ years of experience in a client facing role. CSC and excellent communication skills. Analytical & interpersonal skills. Resourceful and strong accountability
Asset Management Operations Co-op
Strong attention to detail and accuracy, strong analytical and problem-solving skills, and proficiency in Microsoft Excel and Office
Wealth Planning Associate (Vancouver)
3+ yrs wealth mgmt exp. CSC certification req. Excellent comms & analytical skills
Senior Fund Accountant (12-Month Contract)
5+ years fund/audit/tax experience. CPA/CPA designation. Undergraduate degree & accounting designation
Wealth Planning Associate (Toronto)
3+ yrs wealth mgt exp, CSC qualification, strong communication & client service skills. Analytical mindset & eagerness to learn
Analyst, Asset Management Operations
2-4 years experience. Bachelor's in finance/related field. Proficiency with Simcorp systems. Understanding of accounting & financial markets
Senior Credit Analyst, Public Fixed Income
3-6 yrs fixed income experience. Bachelor's or Master's degree. Proven credit analysis and portfolio construction skills
Insurance Advisor (Levine Financial Group)
Minimum 3 years of experience as an insurance advisor, LLQP, and completion of additional certifications
Associate, Asset Management Operations
Bachelor's degree in finance. AR/IIROC registration required. 4+ years experience in related role. Proficiency in Microsoft Office and financial systems
Administrative Associate (Toronto)
Bachelor's degree (or equivalent). 1+ year administrative experience. Proficient in MS Office suites
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