Search the 4 jobs at Nicola Wealth

Trusted advisor providing comprehensive wealth planning and investment management solutions to clients, focusing on estate planning, tax planning, retirement planning, and risk management. Develop and manage client relationships to deliver exceptional service and expertise in financial planning.

The Senior Manager of Development is responsible for managing the leads of multiple teams of software developers to deliver high-quality software products. They will oversee the planning, design, development, testing, and deployment of specific products in collaboration with other departments. This role requires 5+ years of experience in managing in the software industry and strong skills in diverse stakeholder management, team building, automation, and software architecture.

The Senior Wealth Planning Associate role specializes in servicing the internal Staff Accounts portfolio by providing holistic financial advice to employees. Responsibilities include client engagement, analysis, client service, financial literacy education, and lead development.

Seeking a highly motivated individual with experience in financial analysis, due diligence, and corporate lending to join the private debt team at Nicola Wealth. Responsibilities include monitoring existing debt investments, evaluating new opportunities, conducting due diligence, preparing investment memos and presentations, and identifying operational risks.