Search the 8 jobs at Nicola Wealth

The Client Reports Administrator at Nicola Wealth will provide back-office support by preparing and distributing financial reports, managing data from investment firms, calculating management fees, and responding to client inquiries, while ensuring accuracy and compliance with reporting timelines.

The Wealth Planning Associate supports Wealth Advisors in providing financial planning and wealth management services, manages client reviews, prepares meeting materials and investment portfolio analyses, and ensures client needs are met with high-level service. Continuous learning and development are encouraged within this dynamic team.

The Senior Manager, Tax will lead the tax function related to mutual funds and Limited Partnerships, providing expert advice on tax issues, overseeing tax compliance, and managing tax slip cycles. Responsibilities include handling tax due diligence, reviewing tax returns, and collaborating with internal and external stakeholders.

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients. Responsibilities include client relationship management, financial planning, risk management, and investment portfolio analysis.

The Manager, Private Wealth - Associates leads and develops a team of Wealth Planning Associates, ensuring exceptional client service and team engagement. Responsibilities include recruitment, performance management, talent development, and operational oversight. The role involves improving processes and handling escalated client service issues in a hybrid work environment.

The Administrative Associate will provide exceptional administrative support to Wealth Advisors and Wealth Planning Associates, ensuring efficient management of tasks, client meetings, and business development efforts. Responsibilities include preparing reports, managing client information in Salesforce, and facilitating communication with clients and team members.

As a Wealth Advisor at Nicola Wealth, you will provide comprehensive wealth planning and investment management solutions to clients, focusing on estate planning, tax planning, risk management, and investment management. This position offers an opportunity to build relationships and contribute to the growth of the advisory team.

The Desktop Support Specialist will provide high quality technical support to staff by managing helpdesk tickets, assisting with hardware and software issues, setting up devices, and performing onboarding tasks for new users within a hybrid working model.