Jobs at Nicola Wealth

Provides administrative, transactional, and processing support for wealth management operations, including new accounts, client services, reporting, and estate settlements. Responsibilities include preparing client documentation, processing custodian-platform transactions, coordinating with custodians and internal teams, maintaining Salesforce records, tracking estate requirements, and supporting process improvements. The role requires strong organization, attention to detail, communication, collaboration, and proficiency with Microsoft Office and financial services systems.

Supports fund accounting operations for mutual funds and limited partnerships, including NAV review, reconciliations, distributions, fees, expenses, audits, tax tasks, AP/AR activities, documentation, and financial data compilation. The role collaborates with internal teams, external service providers, and fund managers while contributing to process improvement initiatives. Requires at least two years of accounting experience, advanced Excel skills, and progress toward a CPA or CFA designation.

Performs fund accounting and administration for mutual fund trusts and limited partnerships. Responsibilities include NAV reviews, reconciliations, accrual and fee reviews, distributions, withholding taxes, audits, tax slips and filings, expense ratio calculations, fund launches, internal controls, process improvements, and financial analysis. Serves as a subject matter expert for assigned funds and coordinates with administrators, custodians, auditors, tax advisors, legal counsel, and internal teams.

Provides practical legal advice across corporate and commercial matters, including contracts, governance, transactions, regulatory changes, and investment fund work. Drafts and negotiates agreements, supports fund formation and offering documentation, monitors legal developments, manages legal risks, and improves legal processes. Requires Canadian law society membership, 5+ years of legal experience, strong drafting and communication skills, business judgment, discretion, and proficiency with Microsoft 365.

Coordinates payroll and benefits administration, employee onboarding, benefit enrollment, payroll inputs, reconciliations, statutory filings, reporting, and employee inquiries. Maintains accurate confidential records across Dayforce, Workday, and benefit-provider systems while supporting compliance, data integrity, process improvements, and collaboration with Payroll, People & Culture, Finance, and external providers.

Provides back-office investment administration support, including monitoring portfolio recommendations, entering trade tickets, validating trade execution and settlement, resolving issues, updating documentation, supporting compliance, and collaborating on process improvement and project initiatives.

Provides administrative support for insurance operations, including managing correspondence, policy contract mailings, document organization, policy audits, and in-force policy changes. The role coordinates operational tasks, responds to client and internal inquiries, supports process improvements, and collaborates with Private Wealth teams. This is a fully in-office position requiring strong communication, organization, attention to detail, client service, and proficiency with Microsoft Office applications.

Owns Nicola Wealth’s growth marketing and demand-generation engine, including the full digital funnel, paid and organic acquisition, CRO, landing pages, lead nurturing, lifecycle email, marketing automation, CRM integration, attribution, and reporting. Leads marketing technology, customer lifecycle marketing, AI-search visibility strategies, and a team of employees, agencies, and vendors while partnering with Sales, Content, Brand, and Compliance to drive qualified pipeline, revenue, retention, and measurable marketing ROI.

As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.