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!
We are looking for an Equity Analyst to assist in managing the Nicola Canadian Equity Income Fund. Are you an engaged self-starter who remains calm under pressure? Do you have excellent analytical skills and the ability to clearly present and share ideas to a number of people in a continually changing environment? In this role you will be generating investment ideas, performing in-depth due diligence on companies across multiple industries while gathering and analyzing information across different sources, building models and evaluating businesses under different scenarios.
This is a hybrid role located in either our Toronto or Vancouver office.
Core Responsibilities:- Generating investment ideas within a collaborative team.
- Performing in-depth due diligence on companies across multiple industries as a generalist investor.
- Gathering and analyzing information across different sources.
- Engaging with senior management teams and industry participants.
- Building company models and evaluating businesses under different scenarios.
- Building presentations and presenting our findings to our Advisory Services Team, Investment Committee, and clients.
- Working with other departments within the asset management group to enhance knowledge sharing and investment returns.
- 5+ years of experience in analyzing Canadian, U.S. and/or International Equities.
- Bachelor’s or master’s degree in any discipline.
- Strong interest in and demonstrated understanding of investment analysis.
- Financial industry designation completed (CFA, CA, CPA, etc.) or minimum completion of Level 2 of the CFA Program.
- Advanced proficiency in financial modeling and valuation analysis using Excel.
- Excellent interpersonal and communication skills (both written and verbal).
- Strong analytical ability and high attention to detail.
- Self-motivated and able to work independently.
- Experience with Bloomberg is an asset.
This position comes with a competitive base salary hiring range of $120,000 - $150,000. Final compensation will be determined based on experience, skills, and overall fit.
Base salary will be commensurate with experience, skills, and qualifications. In addition, the successful candidate will participate in our performance-based Short‑Term Incentive (STI) and Long‑Term Incentive (LTI) programs. LTI is awarded in the form of equity, providing a direct ownership opportunity in the firm. This total compensation program aligns pay with performance through competitive incentives with meaningful long‑term value creation.
This role is a current vacancy within Nicola Wealth.
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!
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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
