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 99% 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!
Reporting to the Chief Financial Officer, the Vice President, Finance plays a pivotal leadership role in shaping and executing the firm’s financial strategy and managing the organization’s financial health. The Vice President, Finance oversees the firm’s corporate accounting, treasury, and equity management functions, ensuring alignment with the organization’s long-term goals and is a key contributor to enterprise-wide strategic planning, risk management, and corporate development initiatives.
Core Responsibilities:- Actively contribute to the firm’s strategic direction by providing financial thought leadership and senior-level insight into enterprise-wide planning, key business initiatives, and decision making, including capital allocation.
- Lead the execution of strategic initiatives to improve operational effectiveness and support growth and scalability of the firm.
- In partnership with the CFO, accountability for the firm’s financial systems, risk management, and compliance with all relevant regulations, accounting standards, and tax laws.
- Oversee the day-to-day financial activities of the company including accounting, financial reporting, and treasury functions.
- Manage the firms’ various equity programs.
- Active involvement in acquisition due diligence, financial modeling, and negotiations.
- Oversee external service providers, tax, audit and other relationships pertinent to the financial aspects of the firm.
- Lead, mentor, and develop a high-performing team that fosters a culture of curiosity, continuous improvement, collaboration, and accountability.
- 10+ years of senior level experience in financial services with direct experience in wealth or asset management in a high growth, entrepreneurial environment.
- Bachelor's degree in Accounting, Finance, or a related field, MBA an asset.
- CPA designation.
- Expertise in accounting standards and compliance.
- Corporate tax knowledge.
- Demonstrated ability in driving strategic financial initiatives.
- Experience working in a high performing, client-oriented capacity with a focus on client service both internally and externally.
This position comes with a base salary range of $210,000 - $240,000 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!
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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
