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Company · Wealth management general

Nicola Wealth

As of 4 November 2026, Nicola Wealth has 13 open roles (4 new in 30 days), its finance & accounting team is hiring most, and its postings name Yardi, Microsoft Excel and Microsoft Outlook as the tools the team works in.

As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Vancouver (NW Shaughnessy / East Kitsilano / Quilchena), Canada501-1000 employees50M-250M revenue, est.B2B, B2Cnicolawealth.com ↗LinkedIn ↗
Headquarters
Vancouver (NW Shaughnessy / East Kitsilano / Quilchena), British Columbia, Canada
Employees
501-1000 employees (linkedin)
Sells to
business owners, individuals and families, institutions
Certifications on site
Site languages
EN
Career system
Greenhouse
13open roles · 4 new in 30 days
14tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Nicola Wealth in one screen

Read from nicolawealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Nicola Wealth does

Nicola Wealth is a wealth and asset management firm in Canada that provides bespoke wealth management, investment management, and legacy planning for affluent individuals, families, business owners, and institutions. Its offerings span private capital, real estate, and public assets including stocks, bonds, private equity, mortgages, and private debt. The firm manages $17.9B in assets under management across Canada.

bespoke wealth management servicesprivate capital co-investmentsdiversified asset allocationlegacy planning
Whom it sells to

Named on the site: business owners, individuals and families, institutions, affluent individuals and families.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 585 scored.

iA WealthCanada · 1001-5000 employeesGalleon Wealth ManagementUnited States · 51-200 employeesB. Riley WealthUnited States · 201-500 employeesiA Private WealthCanada · 201-500 employeesNedbank Private WealthUnited Kingdom · 201-500 employeesTowne Wealth ManagementUnited States · 51-200 employees
03Tech stack, with the evidence

What Nicola Wealth says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

YardiFinance & accounting · high confidence · 2 postings
You will assist in enhancing our Yardi-based financial reporting, workflows and processes to improve insightful support to the Real Estate Finance Management Team.
Senior Financial Analyst, Real Estate Finance · first seen 2026-09-25
Microsoft ExcelFinance & accounting · medium confidence · 4 postings
• You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
Insurance Administrator · first seen 2026-06-01
Microsoft OutlookFinance & accounting · medium confidence · 3 postings
• You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
Insurance Administrator · first seen 2026-06-01
Microsoft WordFinance & accounting · medium confidence · 3 postings
• You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
Insurance Administrator · first seen 2026-06-01
Google AnalyticsData & AI · medium confidence · 2 postings
• Strong command of web and marketing analytics platforms (e.g., Google Analytics 4) and SQL for querying large datasets; experience with data warehouses and CRM/marketing data is an asset.
Senior Manager, Data & Analytics · first seen 2026-09-15
LookerData & AI · medium confidence · 1 posting
• Hands-on expertise in marketing measurement, multi-touch attribution and reporting/BI tools (e.g., Power BI, Tableau or Looker), with the ability to connect marketing activity to pipeline and revenue.
Senior Manager, Data & Analytics · first seen 2026-10-16
Power BIData & AI · medium confidence · 1 posting
• Hands-on expertise in marketing measurement, multi-touch attribution and reporting/BI tools (e.g., Power BI, Tableau or Looker), with the ability to connect marketing activity to pipeline and revenue.
Senior Manager, Data & Analytics · first seen 2026-10-16
Microsoft PowerPointAdministration & office · medium confidence · 1 posting
• You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
Insurance Administrator · first seen 2026-10-16
Microsoft TeamsAdministration & office · medium confidence · 1 posting
• You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
Insurance Administrator · first seen 2026-10-16
SQLData & AI · medium confidence · 1 posting
• Strong command of web and marketing analytics platforms (e.g., Google Analytics 4) and SQL for querying large datasets; experience with data warehouses and CRM/marketing data is an asset.
Senior Manager, Data & Analytics · first seen 2026-10-16
TableauData & AI · medium confidence · 1 posting
• Hands-on expertise in marketing measurement, multi-touch attribution and reporting/BI tools (e.g., Power BI, Tableau or Looker), with the ability to connect marketing activity to pipeline and revenue.
Senior Manager, Data & Analytics · first seen 2026-10-16
Marketo Engagemedium confidence · 1 posting
• Certifications in relevant platforms (e.g., Google Analytics/Google Ads, HubSpot or Marketo, Meta Blueprint, or CXL/Reforge) are an asset.
Director, Growth Marketing · first seen 2026-09-15
Salesforcemedium confidence · 1 posting
• Establishes a robust pipeline of opportunities, and applies effective management, careful tracking and measurement of business development and prospect/client engagement activities using Salesforce CRM, and other tools and resources.
Vice President, Institutional Sales, Client Relationship Manager · first seen 2026-08-27
Pythonlow confidence · 1 posting
keting reporting and automation requirements, validating reporting solutions and data quality, and partnering with enterprise data teams within established governance frameworks; statistical analysis skills (e.g., Python or R) are an asset.
Senior Manager, Data & Analytics · first seen 2026-10-16
On the website or in DNS

Vendors whose code loads on nicolawealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

13 open roles, 9 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in Canada →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Nicola Wealth, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Nicola Wealth to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Nicola Wealth

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 585 scored.

iA WealthWealth management general · Canada1001-5000 employees
Galleon Wealth ManagementWealth management general · United States51-200 employees
B. Riley WealthWealth management general · United States201-500 employees
iA Private WealthWealth management general · Canada201-500 employees
Nedbank Private WealthWealth management general · United Kingdom201-500 employees
Towne Wealth ManagementWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal nameNicola Wealth
IndustryBusiness & finance services · Wealth management general
Offeringsbespoke wealth management services · private capital co-investments · diversified asset allocation · legacy planning
Target customersbusiness owners · individuals and families · institutions · affluent individuals and families
Geographic scopenational · also United States
Reviews found
Public contact points1 role addresses · 0 phone numbers
Pages readpricing, home, imprint, contact, careers, services
Datescrawled 2026-08-16 · profiled 2026-08-17 · hiring built 2026-11-02
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Nicola Wealth (Vancouver (NW Shaughnessy / East Kitsilano / Quilchena), Canada, 501-1000 employees) has 13 open roles, 4 new in 30 days, and names 14 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/nicolawealth.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from nicolawealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Nicola Wealth: questions

Does Nicola Wealth use Yardi?

Yes, by the company's own words: 2 postings name it, first seen 2026-09-25, in the finance & accounting team.

Is Nicola Wealth hiring?

13 open roles as of 4 November 2026, 4 opened in the last 30 days and 2 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From nicolawealth.com itself: we crawled it on 2026-08-16, built the profile on 2026-08-17, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.

Who should I write to at Nicola Wealth?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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