Nicola Wealth

www.nicolawealth.com

3 Jobs

491 Employees

About the Company

Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.

Listed Jobs

Company Name: Nicola Wealth
Job Title: Administrative Associate (Toronto)
Job Description: **Job Title:** Administrative Associate **Role Summary:** Provide high‑level administrative and operational support to Wealth Advisors and Wealth Planning Associates, enabling them to focus on client growth and service delivery. Manage practice administration, client engagements, business development tracking, and corporate projects within a fast‑paced, client‑service oriented environment. **Expectations:** - Deliver accurate, timely administrative support for daily advisor activities and client interactions. - Maintain high standards of professionalism, confidentiality, and attention to detail. - Manage multiple competing priorities, meeting deadlines, and ensuring seamless workflow. - Utilize Salesforce and office software to record client data, track leads, and coordinate events. **Key Responsibilities:** - Assist advisors in practice management: schedule, compile reports, manage tasks and reminders. - Support cash‑management processes and technology updates for advisors. - Coordinate client meetings: pre‑planning, scheduling, minute‑taking, and follow‑up actions. - Enter and maintain client information in Salesforce; process new‑business onboarding requests. - Create and track “Lead” records for prospective clients; ensure timely follow‑up and pipeline reporting. - Manage invitations and logistics for client events. - Communicate with clients verbally and in writing as required. - Liaise with stakeholders on corporate initiatives, tracking deliverables and meeting action items. - Perform additional duties as assigned in response to changing organizational needs. **Required Skills:** - Minimum 1 year of administrative experience in a service‑oriented environment. - Proficiency in MS Word, Excel, PowerPoint, Outlook; strong general technology aptitude. - Exceptional organization, multitasking, and prioritization capabilities. - Superior attention to detail and accuracy. - Demonstrated diplomacy, tact, and professionalism in high‑volume settings. - Strong written and verbal communication skills. - Ability to work independently and collaboratively in a hybrid setting. **Required Education & Certifications:** - Business‑related degree, diploma, or certificate, or equivalent experience. - Legal eligibility to work in Canada. **Preferred Qualifications:** - Canadian Securities Course (CSC) completion preferred. - Experience in financial services or wealth‑management industry.

Toronto, Canada

On site

03-03-2026

Company Name: Nicola Wealth
Job Title: Project Manager, Operations (12 - Month Contract)
Job Description: **Job Title** Project Manager, Operations (12‑Month Contract) **Role Summary** Lead the SimCorp Dimension implementation by managing project planning, execution, and delivery. Coordinate cross‑functional stakeholders, oversee configuration, data migration, testing, and change management, and ensure alignment with business objectives and timelines. **Expectations** * Deliver the SimCorp project on time, within scope and budget. * Act as primary liaison between internal teams, external consultants, and SimCorp. * Maintain clear communication with executive sponsors and project sponsors. * Maintain documentation of project status, risks, issues, and decisions. * Enable operational efficiency and scalability through process improvement. **Key Responsibilities** 1. Manage SimCorp configuration, testing, data migration, and deployment workstreams. 2. Coordinate tasks and resolve issues with SimCorp, consultants, and internal stakeholders. 3. Facilitate defect triage, testing, and dependency management across workstreams. 4. Apply Agile, Waterfall, or Hybrid methodologies to meet strategic goals. 5. Lead stakeholder meetings, clarify priorities, and secure SME availability. 6. Document project objectives, benefits, and inter‑dependencies with sponsors. 7. Communicate progress, risks, and issues transparently across teams. 8. Perform business analysis: workflow mapping, data analysis, root cause investigations. 9. Identify and lead operational excellence opportunities. 10. Monitor metrics, report performance, and quantify benefits of changes. 11. Support change management: obtain approvals, implement new processes, and track impact. **Required Skills** * Project management (3–5 yrs, financial services preferred). * Knowledge of wealth management, financial markets, and asset management. * Experience with SimCorp Dimension (asset). * Proficiency with project delivery tools, word processing, spreadsheets, presentations. * Strong stakeholder engagement and communication. * Ability to manage complex technology implementations with vendors/external consultants. * Process optimization and change management awareness (asset). **Required Education & Certifications** * Bachelor’s degree in Finance, Business, IT, or related discipline. * Project Management education and/or certifications (PMP, Prince2, or equivalent) – preferred.

Company Name: Nicola Wealth
Job Title: Senior Manager, Private Wealth Associates (12 Month Contract)
Job Description: **Job Title:** Senior Manager, Private Wealth Associates (12 Month Contract) **Role Summary:** Lead and develop a team of 15–20 Wealth Planning Associates (WPA) and related support staff within a private wealth advising environment. Facilitate career growth, performance coaching, and resource alignment while partnering with senior advisors and cross‑functional leaders to implement strategic initiatives and operational efficiencies. Serve as the primary liaison between associates and advisors, ensuring a supportive, high‑performance culture. **Expectations:** - Deliver measurable team performance and development outcomes in a 12‑month contract. - Maintain high levels of associate engagement and competency progression. - Align associate skill sets with advisor needs, driving productive resource planning. - Implement standardized coaching and feedback loops that foster continuous improvement. **Key Responsibilities:** - Provide executive‑level leadership to a portfolio of 15–20 associates across roles (AA, WPI, WPA, SWPA). - Conduct frequent 1:1s for career development, performance coaching, and feedback (weekly to monthly). - Partner with advisors to support associate progression and address performance issues diplomatically. - Recruit, onboard, and build a sustainable pipeline of associates in collaboration with Talent Acquisition. - Conduct active resource planning and internal mobility to match associate capabilities with advisor requirements. - Proactively identify developmental gaps and performance risks; implement remediation and succession strategies. - Partner with Business Management to roll out private‑wealth strategic initiatives and operational projects. - Collaborate with stakeholders (NAT, CST, Client Ops, Regional Office Services) to streamline processes and eliminate bottlenecks. - Standardize development programs, performance reviews, and goal‑setting frameworks (e.g., WPA Workbook, Joint Success Docs). - Lead or contribute to cross‑functional projects such as training, office strategy, and well‑being initiatives. - Manage team operations and performance data using SharePoint, Salesforce, and Dayforce. **Required Skills:** - Minimum 5 years of leadership experience, preferably in financial services with client‑facing focus. - Strong people‑management skills with a history of coaching and developing professional teams. - Proven ability to mediate between associate and senior stakeholder perspectives. - Familiarity with financial planning tools and CRM systems (e.g., Salesforce). - Ability to translate business objectives into actionable team tactics and operational plans. - Excellent communication, influencing, and stakeholder‑management capabilities. - Demonstrated track record of delivering results in a high‑performance, service‑oriented environment. **Required Education & Certifications:** - Bachelor’s degree in Finance, Business, Economics, or related discipline. - Wealth Planning credentials preferred (CFP, CIM, or equivalent), though not mandatory. - Legal eligibility to work in Canada.