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!
About the Team:
The Private Wealth Team is the very heart of our business. We cultivate and foster intimate, trusting relationships with our clients to ensure we’re providing a truly bespoke, wholistic wealth management experience to our clients.
This team is driven and sets aggressive goals to be the very best in the business. Our client offering is unique in the industry with a focus on advanced planning and diversified asset allocations. We are committed to providing our clients with a bespoke, intimate and high quality.
Purpose of the Role:
The Business Analyst & Process Optimization Specialist, Private Wealth is a key driver of the effective scaling and operational execution of the Private Wealth division. Reporting to the Head of Business Management, this role is responsible for analyzing & assessing current business processes and workflows, identifying areas of inefficiency, and proposing solutions for improvement. The Business Analyst & Process Optimization Specialist plays a key role in the execution of enhanced processes, including documentation, training, monitoring and reporting.
Core Responsibilities:
- Develop a deep understanding of the Private Wealth team's needs and effectively document business requirements.
- Research, analyze, test and recommend changes to business processes to improve operational efficiencies, quality, service, and profitability.
- Develop and present analysis, findings and recommendations to senior leadership to support decision making.
- Develop workflow, process documentation and project plans, including flowcharts, process maps, and diagrams.
- Develop and implement process improvement plans.
- Represent Private Wealth in cross-functional projects, escalating risks & issues to Private Wealth leadership.
- Support cross-functional activities and working sessions during projects' design and implementation phases.
- Design and prepare documentation, training materials, and communications supporting new processes. Deliver training to impacted business units as needed.
- Work closely with different teams to ensure the successful execution of new processes.
- Monitor the effects of process improvements and adjusting as necessary.
- Collect and study operational and performance data to identify trends and opportunities for improvement.
- Create reports, dashboards, and visualizations to help others understand business performance.
- Work closely with the Data & Reporting team to translate the business needs to obtain the most effective data & reports.
Required Skills & Qualifications:
- Excellent analytical and problem-solving skills.
- Highly proficient with process mapping and documentation tools.
- Highly proficient with data analysis and business intelligence tools.
- Highly proficient and experience as a Salesforce super-user.
- Excellent Project Management skills including the ability to manage timelines, scope, and deliverables.
- Expertise in Lean, Six Sigma, or other process improvement methodologies.
- Excellent Change Management skills, including knowledge of relevant change methodologies.
- Excellent communication and interpersonal skills.
Additional Skills & Qualifications:
- A minimum of 3 years’ experience in a related field.
- Bachelor’s degree in the field of Business Administration, Management, or a related field.
- Lean or Six Sigma certification is an asset.
- Financial services, wealth or asset management experience is an asset.
Compensation & Benefits Package:
This position comes with a base salary range of $88,000 - $108,000 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!
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What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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