A leading financial services company in Toronto is seeking an Associate for Asset Management Operations. The role involves monitoring client portfolios, assisting in trade executions, and conducting research for model portfolios. Candidates should have a relevant degree, CFA or CIM designation, and a minimum of 4 years of experience. The position offers a competitive salary between $100,000 - $130,000 and includes a performance bonus and comprehensive benefits package.
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About Nicola Wealth 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! Purpose of the Role As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career‑long Wealth Planning Associate or a future Wealth Advisor. This is a full‑time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week. Core Responsibilities Support Wealth Advisors to provide first‑class financial planning and strategic wealth management services to our clients. Manage client reviews, schedule meetings, and prepare client meeting materials. Prepare investment portfolio reviews. Perform insurance needs analysis. Manage day‑to‑day client requests and partner with various internal Nicola Wealth teams to execute, as applicable. Deliver a high level of end‑to‑end personalized client service with rapid resolution of queries. Engage in ongoing learning and development to improve skills and knowledge. Other relevant and related responsibilities, as assigned and as the needs of the organization change. Required Skills & Qualifications 3+ years’ related work experience in a client‑facing role, at a wealth management firm with exposure to investment, financial planning, and insurance planning. Canadian Securities Course (CSC). Excellent written and verbal communication skills. Demonstrated ability to work with numbers with an analytical mindset. Exceptional interpersonal and relationship management skills. Resourceful self‑starter who takes accountability for, and pride in, their work. Thrives in a dynamic, fast‑paced, and deadline‑driven environment. Ability to focus on complex tasks for long periods of time with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualifications Completion (or in the process of completion) of the following is considered an asset: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) Experience with a CRM, ideally Salesforce Compensation & Benefits Package This position comes with a base salary range of $70,000 - $85,000 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: . Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Equal Opportunity Statement 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: 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 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! #J-18808-Ljbffr
Senior Wealth Planning Associate (Toronto) About Nicola Wealth: 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! Purpose of the Role: As a trusted business partner to our Wealth Advisors, you provide exceptional administrative support to ensure client needs are being met. As a Senior Wealth Planning Associate, you’ll have the opportunity to continue your financial services education and apply what you learn in your work. You’ll be part of a team that encourages you to reach your career aspirations whether that be a brilliant career‑long Wealth Planning Associate or a future Wealth Advisor. This is a full‑time, permanent role based in our Toronto office. As part of our flexible and hybrid work policy, you will be expected to work in the office for 3 days per week. Core Responsibilities: Support Wealth Advisors to provide first‑class financial planning and strategic wealth management services to our clients. Manage client reviews, schedule meetings, and prepare client meeting materials. Prepare investment portfolio reviews. Perform insurance needs analysis. Manage day‑to‑day client requests and partner with various internal Nicola Wealth teams to execute, as applicable. Deliver a high level of end‑to‑end personalized client service with rapid resolution of queries. Engage in ongoing learning and development to improve skills and knowledge. Other relevant and related responsibilities, as assigned and as the needs of the organization change. Required Skills & Qualifications: 3+ years’ related work experience in a client facing role, at a wealth management firm with exposure to investment, financial planning, and insurance planning. Canadian Securities Course (CSC). Excellent written and verbal communication skills. Demonstrated ability to work with numbers with an analytical mindset. Exceptional interpersonal and relationship management skills. Resourceful self‑starter who takes accountability for, and pride in, their work. Thrive in a dynamic, fast paced, and deadline driven environment. Ability to focus on complex tasks for long periods of time with competing priorities and deadlines. Ability to maintain professionalism and collaboration under pressure. Additional Skills & Qualifications: Completion (or in the process of completion) of the following is considered an asset: Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP) Chartered Investment Manager (CIM), Chartered Financial Analyst (CFA) Level 1 Life License Qualification Program (LLQP) Experience with a CRM, ideally Salesforce Compensation & Benefits Package: This position comes with a base salary range of $70,000 - $85,000 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: 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: 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 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! #J-18808-Ljbffr
A leading wealth management firm in Toronto is seeking a Senior Wealth Planning Associate to support Wealth Advisors in delivering exceptional client service. The role requires 3+ years of client-facing experience and knowledge of financial and insurance planning. Competitive salary range is $70,000 - $85,000 with additional performance bonuses and participation in profit-sharing programs. A dynamic and supportive work environment is offered.
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A leading wealth management firm in Vancouver is looking for a Senior Salesforce Administrator. This hybrid role focuses on maximizing the Salesforce platform's performance and includes collaboration with stakeholders, user enablement, and data management. The ideal candidate has over 5 years of experience, strong Salesforce skills, and relevant certifications. Competitive salary and benefits included.
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Overview Join to apply for the Senior Salesforce Administrator role at Nicola Wealth . This is a hybrid role based in our Vancouver office. Purpose of the Role: The Senior Salesforce Administrator plays a critical role in maximizing the value and performance of our Salesforce platform. This role will oversee the full lifecycle of the platform from strategic planning to hands-on execution to ensuring it aligns with evolving business objectives and delivers measurable impact across the organization. The role involves close collaboration with stakeholders, maintaining data integrity, and continuously optimizing the environment to enhance reliability, scalability, and user adoption. Core Responsibilities Platform Administration: Serve as the primary administrator and subject matter expert for our Salesforce environment, ensuring platform stability, security, data integrity, and optimal configuration. Manage day-to-day operations, user support, and platform reliability. Product Strategy: Collaborate with stakeholders across the organization to gather business requirements, refine processes, and shape a clear product vision. Provide expert guidance on scalable Salesforce solution approaches that align with strategic project goals. Solution Design & Configuration: Analyze business needs and translate them into Salesforce solutions. Design and implement scalable configurations including workflows, custom objects, page layouts, record types, validation rules, Lightning pages, and other point-and-click features to optimize the user experience. Automation & Optimization: Leverage standard Salesforce automation tools—such as Flows, Quick Actions, etc.—to streamline user tasks and business processes. Continuously evaluate platform usage, performance, and data integrity to identify and implement improvements. User Enablement: Provide ongoing training, documentation, and responsive support to business users. Promote adoption of Salesforce best practices through enablement strategies tailored to end-user needs. Change Management: Lead change initiatives related to platform updates, new feature rollouts, and process enhancements. Ensure smooth transitions and minimal disruption through thoughtful planning and communication. Innovation & Best Practices: Stay up to date with Salesforce releases, industry trends, and new technologies. Proactively assess and recommend features or tools that can add value to the business and modernize existing processes. Data Management: Maintain high standards of data quality through regular audits, cleansing, and enforcement of validation and duplicate rules. Manage data imports, exports, and storage needs while ensuring compliance with data governance standards. Security & Access Controls: Implement and maintain user roles, profiles, permission sets, and sharing rules to enforce platform security and support evolving business requirements. Systems Integration: Collaborate with developers, vendors, and IT teams to manage and maintain integrations with external systems. Understand the impact of integrations on data models, performance, and workflows to ensure cohesive platform performance. Required Skills & Qualifications Bachelor’s degree in Computer Science, Information Systems, Business, or a related field. Minimum of 5 years of experience as a Salesforce Administrator in organizations that use Financial Services Cloud. Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, or equivalent certifications preferred. Strong understanding of Salesforce platform capabilities, limitations, standard objects, fields, and functionality. Hands-on experience with Salesforce configuration, customization, and tools such as Lightning App Builder, Dynamic Forms and Salesforce Flow. Experience with integrations with Marketo and/or Mako is an asset. Familiarity with Salesforce latest AI capabilities is an asset. Must be legally eligible to work in Canada for any employer. Compensation & Benefits This position comes with a base salary range of $100,000 - $120,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications. 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: About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, 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. Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. #J-18808-Ljbffr
Join to apply for the Associate, Asset Management Operations role at Nicola Wealth About Nicola Wealth:
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! Purpose of the Role:
Are you registered as an Advising Representative(AR) or IIROC portfolio manager with provincial regulators? Do you have a passion for the financial industry and investment management? As an Associate within Asset Management Operations, you will support our Asset Management and Portfolio Administration teams by reviewing, managing and approving client portfolio design and changes, as well as assisting in research and management for model portfolios, asset mix, risk management, liquidity risk and responsible investing (ESG). The ideal candidate is detail-oriented, highly organized, analytical and able to work well under pressure in a fast-paced and continually changing environment. Core Responsibilities: Daily monitoring and approval of client portfolio construction and trade recommendations, executing trades for clients in accordance with investment objective and portfolio guidelines. Research for model portfolio structures, asset mix, risk management, liquidity risk and responsible investing (ESG-Environmental, Social, Governance). Assist Portfolio Managers across all investment teams with cash management, mutual fund, equity, fixed income, option, and forex trading. Provide assistance and training to Portfolio Administration teams Collaborate with stakeholders to resolve any issues or discrepancies in trade executions and settlements. Assist the firm in meeting its compliance requirements, including the execution and reporting of fund compliance and portfolio constraint rules. Required Skills & Qualifications: CFA or CIM designation with a minimum of 4 years of related work experience. Prior registration as an Advising Representative (AR) or IIROC portfolio manager with provincial regulators is required. Must be AR registerable. Bachelor’s degree in finance, economics or a related field. Experience with trading, research and securities analysis and security selection including understanding of technical, fundamental, and qualitative analysis. Experience with managing investment portfolios on a discretionary basis, including investment decision-making, rebalancing, and evaluating performance is considered an asset. Experience with research, writing, and reporting on asset classes, economic sectors, and market related activity considered an asset. Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg is an asset. Compensation & Benefits Package:
This position comes with a base salary range of $100,000 - $130,000 plus a competitive performance bonus. 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. 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, visit: 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 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. #J-18808-Ljbffr
About Nicola Wealth About Nicola Wealth : 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! Purpose of the Role The Senior Fund Accountant is a key contributor to the internal administration of Nicola Wealth’s Mutual Fund Trusts and Limited Partnerships. Reporting to the Director / Manager, Fund Accounting, this role supports audits, tax compliance, and new fund initiatives, driving Nicola Wealth’s continued growth and excellence in fund administration. In addition, the Senior Fund Accountant acts as a subject matter expert for assigned funds. This position is open to our Vancouver and Toronto offices and is a 12-month contract position. Core Responsibilities Lead Net Asset Value (NAV) reviews and reconciliation with external fund administrators. Review reasonableness of income / expense accruals (including management and performance fees) and review invoices received from vendors. Oversee distribution calculations and non-resident withholding tax payments. Act as primary contact and subject matter expert for assigned funds and LP’s daily operation. Support year-end audit engagements and ensure timely financial statement sign-off. Support tax slip cycles (T3, T5013, NR4, RL-16) and support tax filings (GST / HST, US Tax Return, PFIC). Calculate estimated fund expense ratios. Support new fund launches and restructurings. Build strong relationships with internal departments and external service providers, including our fund administrator, custodian, auditor, tax advisor, external legal counsel etc. Identification and documentation of key internal controls and policy. Lead fund operations projects and process improvement initiatives. Compile financial data and conduct analysis on an ad hoc basis. Required Skills & Qualifications A minimum of 5 years of related work experience with broad knowledge of fund administration or audit / tax experience from public practice. Exposure to various asset classes (including private equity and real estate) and fund structures (specifically Mutual Fund Trusts and LPs). Undergraduate degree and accounting designation (CPA). Basic understanding of Canadian and U.S. tax compliance for Mutual Fund Trust and Limited Partnership. Advanced Excel skills. Compensation & Benefits Package This position comes with a base salary range of $85,000 - $100,000 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 : / 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 : / 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 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! #J-18808-Ljbffr
A Canadian wealth management firm is seeking a Senior Fund Accountant for a 12-month contract in its Vancouver office. This role involves leading NAV reviews, overseeing tax compliance, and supporting audits. The ideal candidate has at least 5 years of experience in fund administration and holds a CPA designation. The position offers a salary range of $85,000 - $100,000 plus performance bonuses and benefits.
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About Nicola Wealth: 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! Purpose of the Role Reporting to the Director, Asset Management Operations, the Analyst, Asset Management Operations will lead configuration, testing and other implementation activities. In this dynamic position, the analyst plays a pivotal role in driving forward a key strategic initiative of Nicola Wealth, the implementation of SimCorp. Key responsibilities include implementation of requirements, data management, testing and collaborating with key stakeholders. The analyst defines and documents processes and policies, ensures alignment with SimCorp Dimension modules for trading, reporting, and investment operations, and leads system configuration to accurately map workflows. Core Responsibilities Review and implementation of functional, operational, and regulatory requirements as it relates to SimCorp. Define requirements for functional use cases, ensuring alignment with SimCorp Dimension modules (IBOR/ABOR, trading workflows, reporting). Lead system configuration and customization for relevant modules to ensure accurate mapping of business processes. Develop functional test cases and execute testing across workflows to confirm that end‑user requirements are met. Analyze data flows, extract, clean, validate and import data from various legacy systems, at the highest level of accuracy. Develop and maintain comprehensive documentation, policies and procedures, training materials, and support guides for business users. Work with all investment teams on research projects and other duties as assigned from time‑to‑time based on changing business environment and priorities. Required Skills & Qualifications Minimum 2–4 years of related work experience. Bachelor’s degree in finance, economics, accounting or a related field. Proficiency with SimCorp software systems (front/middle/back office). Understanding of accounting and financial markets. Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg would be considered an asset. Compensation & Benefits Package This position comes with a base salary range of $70,000 - $95,000 plus a competitive performance bonus. 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 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, visit 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 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! #J-18808-Ljbffr
