Wealth Management Associate

We're committed to delivering exceptional client experiences at Nicola Wealth Management Ltd. The Private Wealth Team is the foundation of our success, providing a unique and high-quality wealth management experience to clients. By cultivating trusting relationships with clients, we ensure we're delivering exceptional results.About the Job DescriptionThe...

At Nicola Wealth, our clients deserve the best. The same goes for our people.By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...

About the Team:The Private Wealth Team is the very heart of our business. We cultivate and foster intimate, trusting relationships with our clients to ensure we're providing a truly bespoke, wholistic wealth management experience.This team is driven and sets aggressive goals to be the very best in the business. Our client offering is unique in the industry...

Join our team at Nicola Wealth Management Ltd., a leading provider of wealth management services across Canada. We pride ourselves on our sophisticated financial planning, diversified investment funds, and exceptional client service.Our Insurance Services Team supports Wealth Advisors and clients with accurate, timely, and expert insurance knowledge and...

Job DescriptionAs a Business Analyst & Process Optimization Specialist, you will play a key role in the effective scaling and operational execution of the Private Wealth division. Reporting to the Head of Business Management, you will analyze current business processes and workflows, identify areas of inefficiency, and propose solutions for improvement. Your...

SalaryThis position comes with a base salary range of $88,000 - $108,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills and qualifications.Benefits Package:At Nicola Wealth Management Ltd., our people grow our business, delight our clients, and...

About UsNicola Wealth Management Ltd. is a national leader in wealth management, recognized as a Best Managed Company and one of Canada's Top Employers. Our sophisticated financial planning, diversified private investment funds, and exceptional performance make us a trusted partner for our clients.We are dedicated to upholding our firm's values through...

Nicola Wealth Management Ltd. is a national leader in wealth management, recognized for its sophisticated financial planning, diversified private investment funds, and exceptional performance.">We have a lot to be proud of at Nicola Wealth. Our company values are based on our founding principles of collaboration, creativity, and entrepreneurial spirit.As an...

About Us">Nicola Wealth Management Ltd. is a leading provider of wealth management services, dedicated to delivering exceptional client experiences through our sophisticated financial planning, diversified private investment funds, and award-winning culture.">Salary Range">The Senior Associate, Mortgage Investments position has a salary range of $150,000 -...

We are seeking a talented Policy Administrator to join our team at Nicola Wealth Management Ltd. in Vancouver, BC. As a Policy Administrator, you will play a critical role in managing insurance policies and providing exceptional administrative support to our internal stakeholders, clients, and insurance carriers.About the Position:This is a dynamic role that...

Aviso Wealth Inc. is a leading wealth management organization dedicated to improving the financial well-being of Canadians.The OpportunityWe are seeking an experienced Supervisor, Operations Asset Management to join our team. The successful candidate will be responsible for overseeing the successful functions of the Operations Asset Management team,...

Nicola Wealth Management Ltd. is committed to investing in our people and providing them with opportunities for growth and development. As a Financial Research Associate, you will be responsible for conducting financial research and analysis to support our investment team.Key Responsibilities:Conduct market and industry research to identify potential...

The Private Wealth Team is the heart of our business, providing a bespoke, intimate, and high-quality wealth management experience to clients. We cultivate trusting relationships with clients to ensure we're delivering exceptional results.About the RoleThe Business Initiatives Manager, Private Wealth, is a dynamic role designed to drive operational execution...

OverviewAviso Wealth, a leading wealth management and investment services provider, is seeking an experienced Chief Marketing Strategist to lead our marketing organization and drive innovation, growth, and impact across our flagship brands.About the RoleLead and manage a high-performing marketing team, providing mentorship, guidance, and career development...

As an Investment Associate at Nicola Wealth Management Ltd., you will play a key role in the investment team. The successful candidate will have a strong background in finance, with experience in private equity and venture capital investments. Key responsibilities include conducting financial analysis, evaluating investment opportunities, and collaborating...

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,...

Nicola Wealth Management Ltd. is a premier provider of wealth management services in Canada, renowned for its innovative approach to financial planning, diversified investment funds, and exceptional client service.We are seeking an experienced Insurance Planning Associate to join our team, responsible for delivering exceptional support to our Insurance...

Harbourfront Wealth Management embodies independent, unbiased advice with a focus on delivering true wealth management. Advisors at Harbourfront's branches across Canada offer harmonized advice that includes portfolio construction, income planning, tax minimization, estate preservation, and trust management with a continuous focus on risk management.Role...

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,...

Company OverviewNicola Wealth Management Ltd. is a leading wealth management company in Canada, recognized for its sophisticated financial planning and diversified private investment funds. With a strong focus on client retention and award-winning culture, we strive to provide exceptional service in a values-driven work environment.