Wealth management beyond stocks and bonds.
Vancouver, BC
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.
On-site · Vancouver
The Senior Financial Analyst will perform financial analysis across real estate portfolios and manage Yardi-based reporting and system configurations. They will also collaborate with the team to improve data accuracy, automate reporting processes, and support budgeting and forecasting initiatives.
Hybrid · Vancouver
Provide comprehensive wealth planning and investment management solutions to a diverse client base. Develop new client relationships and manage existing ones through holistic financial advice and strategic planning.
Hybrid · Toronto
Provide comprehensive wealth planning and investment management solutions to a diverse client base. Develop new client relationships and manage existing ones through holistic financial advice and strategic planning.
Hybrid · Kelowna
Provide comprehensive wealth planning and investment management solutions to a diverse client base. Develop new client relationships and manage existing ones through holistic financial advice and strategic portfolio design.