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!

In 2022 we launched Nicola Institutional, which as of Dec 2025 manages $2.5 billion in assets. This division connects our exceptional asset management offering to the institutional market. Our capabilities extend beyond traditional stocks and bonds, encompassing a range of private investments that include real estate, private equity, infrastructure, and commercial mortgages.

We are seeking an exceptional team member to join the Nicola Institutional division and contribute to its continued growth. This role offers a unique opportunity to be part of a dynamic, highly effective team, driving operational support and enhancing team effectiveness. Reporting to the President, Institutional, you will focus on executing day-to-day internal operations and administration, ensuring optimal client experience and effectiveness.

Join us at Nicola Institutional and be part of a team that is shaping the future of investment management.

Purpose of the Role

Reporting to the President of Institutional, the Vice President, Institutional Sales and Client Relationship Manager will drive business development, sales operations, client relationship management and services. The Vice President is accountable for executing tactical business development plans to expand and strengthen Nicola’s presence in the Canadian Institutional marketplace, maintaining existing relationships, securing new clients and realizing ambitious growth and AUM goals.

This position is located in our Toronto office and is a hybrid of work from home and an in-office environment.

Core Responsibilities

Executes Nicola’s growth strategy through formulation of a strategic business development framework, distinct institutional-focused models and tactics to secure client profiles within geographical areas. Ensures comprehensive plans raise brand awareness, inform and educate, and increase recognition of Nicola’s institutional expertise and capabilities.
Applies well-defined prospect engagement and executes plans and processes to acquire new institutional relationships with aligned entities. Manages opportunistic connections, relationships and new business through client referrals, centers of influence, networking, conferences, RFPs and other activities.
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. Ensures timely and accurate reporting of engagement and activities, performance and metrics. Continually works to improve tracking, reporting, sales operations, processes and procedures.
Develops parallel business development and engagement strategies for existing clients, deepening relationships and identifying new opportunities through high-quality, relevant and tailored touchpoints. Delivers an exceptional standard of care and service, and provides full account coverage through scheduled reviews, ensuring fulfilment of the client’s investment objectives, while aligning with Nicola Institutional’s investment approach and philosophy.