At Nicola Wealth, we are passionate about helping our clients build the financial, personal, and philanthropic legacies that matter to them.

Our sophisticated financial planning, our diversified investment funds, our Private Giving Foundation, holding donor advised funds (one of the largest in Canada), our 99% client retention rate, and an award-winning culture, combine to position us as a national leader in wealth management and a firm committed to making a lasting social impact.

As part of our company’s growth and continued evolution, we are embarking on a bold initiative to formalize our philanthropic strategies to deliver positive and lasting societal change.

We are seeking a dedicated and passionate Philanthropy Coordinator to join our team. In this role, you will be at the forefront of driving positive social change through our philanthropic initiatives.

Position Summary

As Philanthropy Coordinator , you will play a pivotal role in supporting Nicola Wealth’s Philanthropy mandate across three pillars : Corporate giving, donor-advised funds, and philanthropic community sponsorships.

You will be the anchor in our efforts, conducting research, planning, coordinating philanthropic initiatives and ensuring transparent communication.

You’ll also engage the Nicola Wealth team in giving, volunteering, and meaningful participation initiatives, reinforcing our culture of philanthropy within our organization.

The location of this role will be a hybrid work schedule based in our Vancouver office.

As a Philanthropy Coordinator, your key accountabilities will involve :

Conduct research and due diligence on the charities supported by Nicola Wealth and the Nicola Wealth Private Giving Foundation.

Support the Executive Director to develop a portfolio of giving opportunities across our primary areas of focus.

• Support the Executive Director to build relationships with the charities and communicate regularly with them to ensure clarity and consistency.
• Provide regular impact reporting to key stakeholder groups.
• Support the Nicola Wealth Gives Back (NWGB) committee to evaluate charities and make informed decisions. Act as the communication liaison between the NWGB committee and the charities.
• Create and manage opportunities for staff to engage in giving, volunteering, and related activities.
• Work closely with our Internal Communications leader to share updates to all staff. Develop and manage philanthropy content on our internal SharePoint site - Exchange.
• Plan and actively project manage strategic events and initiatives.
• Working collaboratively with project team members, maintain the project plan and reporting including progress against key project objectives, milestones, and deliverables.
• Support the Executive Director to prepare presentation materials for stakeholder meetings.
• Meeting Support : schedule meetings, draft meeting agendas, provide meeting facilitation support, capture meeting minutes and actions.

Success Factors

• Comfortable in an entrepreneurial, fast-paced environment, working as a resourceful, flexible team member who can wear many hats as needed to meet objectives.
• Adept at organisation and time management, with strong attention to detail.
• A passion for philanthropy and driving positive social change.
• Able to roll up your sleeves and jump in. Works equally well independently and in a team.
• Collaborative and relationship-driven focus.
• Commitment to a learning mindset.
• A critical thinker capable of managing multiple projects at once. Very effective at prioritizing, and problem-solving.

As a Philanthropy Coordinator, your experience and qualifications will include :

• Related degree or equivalent work experience.
• Minimum 2 years’ experience in organization and event coordination or program / project management.
• Strong writing and excellent interpersonal and communication skills.
• Experience liaising with philanthropists, major donors or senior executives is an asset.
• Experience in / knowledge of nonprofits / philanthropy is an asset.
• Proficient in MS Office Excel, Word and PowerPoint and the ability to learn new tools and technologies; proficiency with Salesforce and / or other databases is an asset.

Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer.

For more information about this and other roles : nicolawealth.com / careers