Associate, Asset Management Operations
Nicola WealthVancouver, British Columbia, Canada • Toronto, Ontario, Canada
Posted October 6, 2025
100000 - 130000 CAD year
Full Time
About the Company
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.
Job Description
Nicola Wealth is seeking an Associate in Asset Management Operations to support their investment management teams. The role involves reviewing client portfolio designs, managing trade recommendations, researching asset classes, and assisting Portfolio Managers with various trading tasks. This position offers opportunities to learn and contribute to a values-driven, client-focused firm.
Requirements
- Registered as Advising Representative (AR) or IIROC portfolio manager with provincial regulators (AR registerable).
- Bachelor’s degree in finance, economics, or a related field.
- Proficiency in Microsoft Office (Excel and financial industry systems).
- Experience with trading, research, securities analysis and security selection.
- Experience managing investment portfolios.
Benefits
- Competitive performance bonus
- Profit sharing programs
- Share ownership program