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 service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
As an integral member of our Private Wealth Team, you provide exceptional administrative support to teams of Wealth Advisors and Wealth Planning Associates to ensure client and team needs are being met. Your support provides leverage for the team to focus on growing our business, providing the best possible bespoke experiences for our valued clients. As an Administrative Associate, you will have opportunities to reach your career aspirations whether that be a brilliant career Administrative Associate or a future Wealth Planning Associate.
This role will operate on a hybrid working model and is based in Vancouver.
Core Responsibilities:- Provide comprehensive administrative and practice management support to Wealth Advisors, including task coordination, reminders, reporting, cash management support, and technology updates.
- Support end‑to‑end client service activities, including scheduling and coordinating meetings, preparing materials, following up on action items, managing day‑to‑day client requests, and communicating with clients as required.
- Process client onboarding and new business requests, maintain accurate client records in Salesforce, and manage related documentation.
- Coordinate client events and manage invitations, ensuring timely communication and execution.
- Support business development efforts by coordinating introductory meetings, creating and maintaining prospective client records in Salesforce, tracking pipelines, and following up on leads in partnership with Marketing.
- Coordinate and liaise with internal stakeholders on corporate initiatives and projects on behalf of Wealth Advisors, supporting task management, deliverables, and ongoing priorities.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.
- Minimum 1 year of related work experience in an administrative capacity.
- Prior experience working in the financial services or wealth management industry preferred.
- Post-secondary education in finance or related discipline.
- Canadian Securities Course (CSC) preferred.
- Experience working in a high-performing client service-oriented work environment.
- Highly organized and skilled at focusing on a high volume of tasks with competing priorities and deadlines.
- Superior attention to detail.
- Demonstrated diplomacy, tact, and professionalism in a high-volume environment.
- Highly proficient in MS Word, Excel, PowerPoint, Outlook, and technology in general.
- Must be legally eligible to work in Canada for any employer.
This position comes with a base salary range of $51,000 - $71,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
Skills Required
- Minimum 1 year of related administrative work experience
- Experience in financial services or wealth management
- Post-secondary education in finance or a related discipline
- Canadian Securities Course (CSC)
- Experience in a high-performing, client service-oriented work environment
- Strong organization and ability to manage high volumes of competing tasks and deadlines
- Superior attention to detail
- Diplomacy, tact, and professionalism in a high-volume environment
- High proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and general technology
- Legally eligible to work in Canada for any employer
- Cover letter and resume
What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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