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!
The Accountant supports the Corporate Finance Team by managing core accounting functions, ensuring accurate financial records, and contributing to both routine and complex financial processes. This role acts as a key resource for transactional accounting, reconciliations, and financial reporting, while also assisting with process improvements and supporting audits.
Core Responsibilities:- Perform full-cycle accounting for various entities and ensure accurate and timely month end reporting.
- Reconcile bank statement lines and code appropriately based on nature of transactions.
- Create bank payments, bank transfers and PADs on a monthly and ad hoc basis
- Calculate and enter revenue entries and other month end adjusting entries.
- Prepare and maintain month end working papers and trial balance review
- Complete reconciliations including clearing accounts, prepaids, AR/AP and investments.
- Prepare GST remittances and regulatory filings.
- Prepare loan schedules including recording interest, dividend, and repayment transactions.
- Assist with Nicola Wealth’s equity programs such as share, option, and dividend transactions.
- Ensure consistent usage of Workday dimensions and work tags across entities for financial reporting, budget, forecast, and reconciliation purposes.
- Coordinate with external auditors and assist with year-end reviews and audits.
- Contribute to process documentation and identify opportunities for workflow improvements.
- Support ad hoc projects and provide support to the Manager, Corporate Accounting.
- Bachelor’s Degree in Accounting or Finance.
- 3–5 years of related accounting experience.
- Progress toward CPA designation is preferred.
- Experience with full-cycle accounting and financial statement preparation.
- Familiarity with IFRS and ASPE
- Experience with Workday Finance, Workday Adaptive Planning, and SAP Concur is considered an asset.
- High proficiency in MS Word, Excel, and Outlook.
This position comes with a base salary range of $68,000 - $78,000 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.
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!
