Location: Vancouver, BC
In 1994, with 25 years of experience as a well-respected voice
in the industry, John Nicola formed Nicola Wealth, a firm dedicated
to serving the complex needs of high-net-worth families,
entrepreneurs, and professionals. Not satisfied with the existing
approach and believing a more sophisticated level of planning was
necessary, Nicola Wealth has made innovation a foundational
cornerstone and continues to find ways to improve client returns
and their experience. Nicola Wealth’s success is due to its deep
sense of values staff model every day: they are collectively driven
to deliver innovative and exceptional services, and care about the
wellbeing of their people, clients and communities.
Today, Nicola Wealth is a full-service wealth management firm
with five offices across Canada, managing over $13 Billion AUM.
More than a financial planning firm, Nicola Wealth offers
sophisticated wealth management strategies and a proprietary series
of investment pools that help business owners, professionals and
other high-net-worth individuals reach their financial goals. With
a keen understanding of the financial industry, its many vehicles,
and the elaborate rules and regulations involved, the firm now
challenges conventional wisdom, implementing a specialized planning
approach. A strong commitment to philanthropy has been woven into
the fabric of Nicola Wealth – it is deeply embedded in their
business strategy, direction, and values. With the success and
growth of the business, nationally, this will allow for an even
greater philanthropic impact, creating a need for this pivotal new
The inaugural Executive Director (ED), Philanthropy will provide
strategic and operational leadership to Nicola Wealth’s
philanthropic vision and then develop the go-forward strategy in
concert with the Chief Operating Officer and Philanthropy Advisory
Board. Specifically, the ED will integrate the activities of
the Private Giving Foundation (which holds donor advised funds and
is one of the largest in Canada), the Nicola Gives Back Charitable
Giving Committee, and marketing sponsorships with Nicola Wealth’s
philanthropy mandate with an objective of maximizing strategic
charitable giving and social impact. Reporting to the Chief
Operating Officer and managing a small team, the ED will be
responsible for building a sustainable and accountable program that
supports community, and then integrating it into Nicola Wealth’s
overall business, culture, and operations.
The ideal candidate brings senior leadership experience in
philanthropy in a financial services organization, private
foundation, or related-not-for-profit. Experience working directly
with Donor Advised Funds and/or planned giving is highly preferred.
Highly strategic, yet able to personally deliver, the ideal
candidate will thrive working in an entrepreneurial and fast paced
corporate culture focused on data and metrics. The desired
candidate has impeccable relationship building skills that allow
them to build trusted relations both internally and externally.
Nicola Wealth has offices across Canada and offers a hybrid work
environment. This role may be based in Vancouver, BC or Toronto,
To explore this opportunity further, please click Apply.
We thank all applicants for their interest in this position.
Please note that we will only be in contact with those individuals
moving forward with our client.