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:

The Portfolio Administrator provides accurate and timely back-office support for all investment products involved in end-to-end trade processing. As a member of the Portfolio Administration team, this role leverages strong attention to detail, analytical skills, and a collaborative mindset to deliver operational excellence and support the firm’s commitment to exceptional client service.

Core Responsibilities:

Monitor custom programs daily for new Portfolio Management recommendations and input trades into trade ticket systems.
Review Portfolio Manager recommendations and ensure accurate, timely trade execution and settlement.
Identify issues, assist in determining corrective actions, and support compliance requirements.
Scan and update Portfolio Management recommendation documents for the trading group.
Collaborate with Planning and Project teams to meet objectives and support ongoing projects.
Stay abreast of industry trends and proactively seek opportunities to improve processes and solutions.
Support the team with other duties as assigned, adapting to changing business priorities.

Required Skills & Qualifications:

Post-secondary education or related experience in finance or investment administration.
Minimum two years of back-office experience in financial services.
High accuracy rate in data entry and strong attention to detail.
Analytical and mathematical ability.
Excellent interpersonal and communication skills (written and verbal).
High degree of professionalism and maturity.
Ability to take direction, accept responsibility, and manage multiple tasks.
Strong time management skills and ability to prioritize effectively.

Compensation & Benefits Package:

This position comes with a competitive base salary hiring range of $58,000-$64,000, 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!

About the company

Nicola Wealth manages client investments across a broad mix of assets, including traditional public markets (Canadian and global equities and fixed income) and private assets (real estate, infrastructure, private debt, mortgages, and private equity). It operates as an independent private investment counsellor and is registered as a Portfolio Manager and Exempt Market Dealer, with about $16.8 billion of assets under management as of January 1, 2025. The firm builds diversified portfolios tailored to each client’s goals, risk tolerance, and time horizon, combining public and private market exposures. Its aim is to grow and protect clients’ wealth over time by delivering multi-asset investment solutions across market cycles, differentiating itself from competitors by its independence and broad asset platform rather than a single product line or bank tie-in.

Company Size

51-200

Company Stage

N/A

Total Funding

$431.8M

Headquarters

Vancouver, Canada

Founded

1994

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Simplify's Take

What believers are saying

LG Electronics signed a 984,176-square-foot lease at King Jane Business Park in 2026.
Nicola Wealth reported 2.8% private capital returns in Q1 2026 versus -1% real estate.
Hiring rose in 2026, with 62 active postings and 658 employees across Canada.

What critics are saying

April 2, 2026 Nicola halted withdrawals from Value Add Real Estate LP and plans dissolution.
September 18, 2025 distribution cuts and delayed redemptions exposed liquidity stress in two core funds.
Commercial real estate weakness can trigger another redemption freeze if 2027 distributions disappoint.

What makes Nicola Wealth unique

September 1, 2026 CIO handoff preserves Nicola Wealth’s investment philosophy continuity.
Nicola Wealth combines wealth advice, private capital, and real estate under one platform.
Michael Kaumeyer’s 2026 UHNW hire deepens a family-office-style client acquisition engine.

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Benefits

Performance Bonus
Profit Sharing

Company News

Family Wealth Report

Jul 24th, 2026

Who's moving where in wealth management - Citi Private Bank, Canada, Cetera.

Who's moving where in wealth management - Citi Private Bank, Canada, Cetera. Editorial Staff July 24, 2026 The latest senior moves, appointments and personnel changes in North American wealth management. Citi Private Bank Citi Private Bank has appointed a senior industry executive, Yannick Archambault (main picture), as market executive for its Canada business. He will join the bank in September and report to Chris Biotti, head of North America at the private bank, with a matrix to Raymond Gatcliffe, chief country officer for Canada. Archambault brings more than 30 years of wealth management leadership experience in Canada, the US and Asia. In this role, he will lead and grow the private bank in Canada, working with entrepreneurs, business owners, family offices and ultra-HNW families. Most recently, Archambault served as president, private wealth at Nicola Wealth. Earlier in his career, he was chief operating officer in Canada and in the US at BMO, he served as a partner at KPMG and worked at TD Bank. He also served as president and chief investment officer of single- and multi-family offices. Archambault holds a bachelor of commerce from HEC Montréal, an executive master of business administration from the Kellogg School of Management and Schulich School of Business, the Chartered Financial Analyst designation, the Family Enterprise Advisor designation, and an executive certificate in advancing sustainability from NYU Stern School of Business. Cetera Cetera has named Craig Bartlett (pictured below), CFP(R) community leader of Cetera Financial Specialists (CFS), a collection of tax-focused financial professionals within Cetera. CFS is part of Cetera's Tax & Accounting channel serving financial professionals who operate at the intersection of tax and wealth management. Craig Bartlett Bartlett brings more than 30 years of leadership experience across wealth management, broker-dealer, insurance and advisory platforms, including Choreo, Creative Planning/Wipfli Financial Advisors, US Bank, UBS, Transamerica and Allstate. Most recently, Bartlett served as senior vice president of advisors at Choreo, a wealth management firm built around a network of advisors serving CPAs, entrepreneurs, and individuals.

MarketBeat

Mar 4th, 2025

Nicola Wealth Management LTD. Makes New Investment in Lululemon Athletica Inc. (NASDAQ:LULU)

Nicola Wealth Management LTD. makes new investment in Lululemon Athletica Inc. (NASDAQ:LULU).

Slater Sentinel

Nov 24th, 2024

Caprock Group LLC Has $299,000 Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Nicola Wealth Management LTD. acquired a new stake in Lamb Weston in the third quarter valued at $6,474,000.

MarketBeat

Nov 18th, 2024

Nicola Wealth Management LTD. Makes New $18.80 Million Investment in Broadcom Inc. (NASDAQ:AVGO)

Nicola Wealth Management LTD. makes new $18.80 million Investment in Broadcom Inc. (NASDAQ:AVGO).

The Manila Times

Oct 9th, 2024

Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business

Michael Kaumeyer joins Nicola Wealth to drive ultra-high-net-worth business.

Nicola Wealth

Portfolio Administrator

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