Wealth management beyond stocks and bonds.
Vancouver, BC
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
On-site · Vancouver
The role involves providing administrative support to the Private Wealth team and managing registered plan products for high-net-worth clients. Responsibilities include troubleshooting complex issues, maintaining CRM data integrity, and collaborating with custodians on transfers.
Hybrid · Vancouver
The Senior Fund Accountant leads Net Asset Value reviews, reconciliations, and oversees distribution calculations for Mutual Fund Trusts and Limited Partnerships. They also act as a subject matter expert, supporting year-end audits, tax compliance, and various fund operations projects.