Jobs at Nicola Wealth

Lead NAV reviews and reconciliations, oversee accruals, distributions and withholding tax, support audits and tax filings, act as subject matter expert for assigned mutual fund trusts and LPs, support new fund launches, drive process improvements and compile financial analysis.

Provide high-level executive support to the Managing Director, Insurance including complex calendar and email management, travel coordination, meeting coordination and minutes, report and presentation preparation, project coordination, expense reconciliation using Excel, confidential communications, and stakeholder liaison in a hybrid Vancouver role.

Serve as the primary interface between Public Assets portfolio managers, advisors, and clients. Translate investment strategy, portfolio positioning, and performance into client-ready messaging, develop marketing and reporting materials, support product development through market and competitive analysis, and analyze product performance to recommend enhancements. Represent the firm at client meetings and events.

As an Insurance Advisor, you'll grow sales, build relationships with physicians, provide insurance solutions, and be mentored by experienced leaders.

The Wealth Planning Associate supports Wealth Advisors with financial planning, client management, and preparation of investment portfolios while ensuring exceptional client service in a dynamic environment.

The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.

The Wealth Advisor provides comprehensive wealth planning, manages client relationships, and delivers investment management solutions tailored to client needs.

As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.

Support Wealth Advisors by managing client requests, scheduling and preparing meeting materials, preparing portfolio reviews, rebalancing and asset allocation analysis, performing insurance needs analysis, and delivering personalized end-to-end client service while collaborating across internal teams and pursuing ongoing professional development.