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Jobs at Nicola Wealth (Now Hiring) — 6 open

Nicola Wealth logoNicola Wealth

Philanthropy Co-op

Vancouver, British Columbia, Canada · Hybrid

Entry level

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 98% client retention rate and our …

Skills: Administrative Support, Client Relations, MS Office, Problem Solving, Communication

Nicola Wealth logoNicola Wealth

Client Reporting Co-op

Vancouver, British Columbia, Canada · Hybrid

Entry level

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 98% client retention rate and our …

Skills: Financial Reporting, Data Analysis, Customer Service, MS Excel, MS Word

Nicola Wealth logoNicola Wealth

Client Services Co-op

Vancouver, British Columbia, Canada · Hybrid

Entry level

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 98% client retention rate and our …

Skills: Attention To Detail, Client Relations, MS Office, CRM, Salesforce

Nicola Wealth logoNicola Wealth

Wealth Advisor

Vancouver, British Columbia, Canada · Hybrid

Senior

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 98% client retention rate and our …

Skills: Wealth Planning, Investment Management, Estate Planning, Tax Planning, Compensation Planning

Nicola Wealth logoNicola Wealth

Wealth Advisor

Toronto, Ontario, Canada · Hybrid

Senior+

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 98% client retention rate and our …

Skills: Wealth Planning, Investment Management, Estate Planning, Tax Planning, Compensation Planning

Nicola Wealth logoNicola Wealth

Wealth Advisor

Kelowna, British Columbia, Canada · Hybrid

Senior

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 98% client retention rate and our …

Skills: Wealth Planning, Investment Management, Estate Planning, Tax Planning, Compensation Planning

Nicola Wealth logo

Philanthropy Co-op

Nicola Wealth

Vancouver, British Columbia, Canada • Hybrid

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Entry level

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  • Internship
  • bachelor degree
  • Profit Sharing, Benefit Programs, Share Ownership Program
  • Posted 8d ago
  • ~40 hrs/week

Responsibilities

Provide administrative support to the Private Giving Foundation team by managing account documentation and processing donation transactions. Facilitate communication between clients, internal stakeholders, and charitable partners to ensure a seamless donor experience.

Requirements

Must be a 3rd or 4th year post-secondary student with strong proficiency in MS Office and exceptional attention to detail. Prior experience in client service or the charitable sector is highly valued.

Full job description

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 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!

Purpose of the Role:

We have a great opportunity for a student currently enrolled in 3rd or 4th year studies in a post-secondary program. This opportunity will provide you the chance to gain valuable work experience to bring your formal learning to life as well as be a member of a collaborative and client-focused team. 

Nicola Wealth recognizes that our clients value community involvement and giving back. Philanthropy is what connects us. The Nicola Wealth Private Giving Foundation (PGF) is a charitable, Public Foundation allowing donors to enjoy administrative convenience, cost savings, and tax advantages by making their charitable donations and grants through a Donor Advised Fund. 

As a Philanthropy Co-op you will provide administrative support to the Philanthropy team.  This role will primarily support the PGF team in administering day-to-day operations including charity contact, opening new PGF accounts, processing donation and grant transactions, while supporting the goal of providing our clients with a seamless donor experience.  This role requires exceptional communication and problem-solving skills in order to provide a high level of administrative service to our high-net worth clients.  

This position is an 8-month co-op term starting in September 2026 and ending May 2027. The location will be a hybrid of work from home and an in-office environment at our Vancouver office. 

Core Responsibilities:

  • Prepare and manage administrative documents for new accounts, ensuring accuracy and compliance. 
  • Prepare and manage administrative documents for existing accounts, as updates or changes are required. 
  • Facilitate donations, including in-kind gift transfers, database management, and issuing tax receipts 
  • Communication with clients and internal stakeholders as required 
  • Communication with charities and community partners 
  • Support with disbursements as required 

Required Skills & Qualifications:

  • Currently enrolled in 3rd or 4th year of studies in a post-secondary degree or diploma. 
  • Exceptional attention to detail and consistent, highly accurate work. 
  • Strong client service / client relations skills and prior experience. 
  • Proficiency in MS Office including MS word, Excel, PowerPoint, and Outlook. 
  • Experience within the Charitable sector is an asset. 
  • Excellent communication skills in English (both written and verbal). 
  • A self-starter with the ability to take initiative and think critically to seek out information and solutions independently. 
  • Experience working independently, as well as in partnership with other team members. 
  • The ability to work in a dynamic and fast paced, entrepreneurial environment requiring strong organization, time management and prioritization skills with the confidence to adapt to change as necessary. 

Compensation & Benefits Package:

This position comes with a competitive base salary hiring range of $26/hr dependent on experience, skills, qualifications and internal equity. 

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!

 

Related keywords

PhilanthropyWealth ManagementDonor Advised FundPrivate Giving FoundationTax ReceiptsIn-kind Gift TransfersHigh-Net Worth ClientsCharitable SectorFinancial PlanningAdministrative Service

About Nicola Wealth

LinkedInVisit site

Wealth management beyond stocks and bonds.

Industry
Financial Services
Company size
501-1,000 employees
Founded
1994
Headquarters
Vancouver, BC
LinkedIn followers
23,229

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.

Offices: 5th Floor, 1508 West Broadway, Vancouver, BC V6J 1W8, CA · Landmark III Suite 520, 1632 Dickson Avenue, Kelowna, BC V1Y 7T2, CA · 175 Bloor St E, Suite 801 North Tower, Toronto, Ontario M4W 3R8, CA · 240 Chrislea Rd, 125, Woodbridge, Ontario L4L 8V1, CA

Integrated Wealth PlanningInvestment ManagementTax PlanningRisk Managementand Estate PlanningWealth ManagementFinanceConsultingRisk ManagementProperty Management
View all jobs at Nicola Wealth

About Nicola Wealth

LinkedInVisit site

Wealth management beyond stocks and bonds.

Industry
Financial Services
Company size
501-1,000 employees
Founded
1994
Headquarters
Vancouver, BC
LinkedIn followers
23,229

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.

Offices: 5th Floor, 1508 West Broadway, Vancouver, BC V6J 1W8, CA · Landmark III Suite 520, 1632 Dickson Avenue, Kelowna, BC V1Y 7T2, CA · 175 Bloor St E, Suite 801 North Tower, Toronto, Ontario M4W 3R8, CA · 240 Chrislea Rd, 125, Woodbridge, Ontario L4L 8V1, CA

Integrated Wealth PlanningInvestment ManagementTax PlanningRisk Managementand Estate PlanningWealth ManagementFinanceConsultingRisk ManagementProperty Management
View all jobs at Nicola Wealth

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