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Nicola Wealth — Vancouver, British Columbia
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 3 rd or 4 th 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.
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.
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.
and internal equity. At Nicola Wealth, our people grow our business, delight our clients, and live our values every day.
Compensation
Benefits
Package: This position comes with a competitive base salary hiring range of $ 26/ hr dependent on experience, skills,