Accountant at Nicola Wealth

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 99% 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 Accountant supports the Corporate Finance Team by managing core accounting functions, ensuring accurate financial records, and contributing to both routine and complex financial processes. This role acts as a key resource for transactional accounting, reconciliations, and financial reporting, while also assisting with process improvements and supporting audits. 

This is a hybrid role based in our Vancouver office.

Core Responsibilities:

• Perform full-cycle accounting for various corporate entities and ensure accurate and timely month end reporting.  
• Reconcile bank statement lines and code appropriately based on nature of transactions.
• Create invoices for management fees for related entities and manage accounts receivable cycle.   
• Calculate recoveries for salary, overhead and other expenses.
• Calculate and enter revenue entries including management fees and insurance revenue.
• Assist in the preparation of monthly pro-formas and other month end working papers and journal entries. 
• Maintain and reconcile accounts, including clearing accounts, prepaids, and fixed assets. 
• Troubleshoot advisor data integration issues with cross functional departments. 
• Support the allocation of advisor, contractor, and third party compensation according to fee agreements and BCSC/VAT compliance. 
• Prepare working paper for corporate GST returns. 
  
  

Required Skills & Qualifications:

• Bachelor’s Degree in Accounting or Finance. 
• 3–5 years of related accounting experience. 
• Progress toward CPA designation is preferred. 
• Experience with full-cycle accounting and financial statement preparation. 
• Familiarity with IFRS and ASPE.  
• Experience with Workday Finance, Workday Adaptive Planning, and SAP Concur is considered an asset. 
• High proficiency in MS Word, Excel, and Outlook. 
  
  

Compensation & Benefits Package:

This position comes with a base salary range of $68,000 - $78,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

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.

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!