- Salary
- $140k – $170k
- Location
- Vancouver, BC or Toronto, ON · Toronto · Vancouver
- Workplace
- Hybrid
- Department
- Management
Description
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 Product Specialist, Public Assets is a critical connector role within Asset Management, designed to create leverage for Public Assets portfolio management teams by serving as the primary interface between portfolio managers, wealth advisors, and clients.
Reporting to the Head of Public Assets, this role translates Public Assets Equity and Fixed Income investment strategy, portfolio positioning, and performance into clear, consistent, and client‑ready insights enabling advisors to engage confidently with clients while reducing ad‑hoc demands on portfolio managers. The Product Specialist enhances scalability, improves quality of communication, and strengthens client understanding and conviction in Public Assets strategies.
This is a hybrid role located in our Vancouver or Toronto office.
Core Responsibilities:
Client & Marketing Support
- Partner collaboratively with investment teams to develop a strong understanding and communication of investment strategies, portfolio composition, performance, and market positioning.
- Facilitate collaboration between Asset Management, Private Wealth, and Marketing with a client service mindset.
- Develop key messages, product positioning, and investment narratives that differentiate the firm's capabilities across markets.
- Represent the firm at client meetings, conferences, and events by delivering product presentations and subject matter expertise.
- Oversee the development and maintenance of marketing and client materials, including presentations, product profiles, RFP responses, client reporting packages, and quarterly performance commentary.
- Support sales and client service efforts by responding to investment-related requests and providing behind-the-scenes support.
Product Development
- Provide industry and product insights through analysis of market trends, client needs, and the competitive landscape to support product development and strategic planning.
- Contribute to the strategy, development, and enhancement of existing and new Public Assets products.
- Maintain a comprehensive understanding of capital markets, investment processes, portfolio positioning, and performance attribution.
- Assess product strengths and weaknesses and conduct competitive analysis to optimize market positioning.
Reporting & Analysis
- Analyze product performance, including returns, volatility, risk-adjusted metrics, and benchmark comparisons.
- Develop performance measures and clearly articulate strategy positioning and performance in both written and verbal formats.
- Use performance data and client feedback to recommend and implement product improvements.
Required Skills & Qualifications:
- Minimum of 10+ years of relevant asset management and product management experience within public markets.
- Deep experience in Public Markets investing (including equity and fixed income) and fund structures (specifically Mutual Fund Trusts and LPs).
- Experience managing Fixed Income or Equity portfolios is preferred.
- Experience working closely with investment teams, wealth advisors, and/or UHNW clients
- Bachelor’s Degree in Business Administration, Economics, other relevant financial field, or an acceptable combination of education and progressive work experience.
- CFA designation is preferred.
- Advanced knowledge of Microsoft office and financial industry systems and tools. Experience with Bloomberg and Simcorp would be considered an asset.
Compensation & Benefits Package:
This position comes with a competitive base salary hiring range of $140,000 - $170,000. Final compensation will be determined based on experience, skills, and overall fit.
Base salary will be commensurate with experience, skills, and qualifications. In addition, the successful candidate will participate in our performance-based Short‑Term Incentive (STI) and Long‑Term Incentive (LTI) programs. LTI is awarded in the form of equity, providing a direct ownership opportunity in the firm. This total compensation program aligns pay with performance through competitive incentives with meaningful long‑term value creation.
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. 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!
