Asset Management Ops Associate: Trade and Portfolio Support

2 weeks ago


Vancouver, Canada Nicola Wealth Management Ltd. Full time

A leading wealth management firm in Metro Vancouver is seeking an Associate within Asset Management Operations to assist with client portfolio management. The ideal candidate has a CFA or CIM designation and at least 4 years of experience. Responsibilities include monitoring portfolio trades, collaborating with investment teams, and ensuring compliance. This role offers a competitive salary range of $100,000 - $130,000 and a comprehensive benefits package.
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  • Vancouver, Canada Nicola Wealth Management Ltd. Full time

    A leading wealth management firm in Metro Vancouver is seeking an Associate within Asset Management Operations to assist with client portfolio management. The ideal candidate has a CFA or CIM designation and at least 4 years of experience. Responsibilities include monitoring portfolio trades, collaborating with investment teams, and ensuring compliance. This...


  • Vancouver, Canada Nicola Wealth Management Ltd. Full time

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  • Vancouver, Canada Nicola Wealth Management Ltd. Full time

    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...


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    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,...

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