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 Management Associate, Private Wealth supports the Head of Business Management, the Business Initiatives Manager, and other senior business management and operational needs across Private Wealth. Reporting into the Head of Business Management, this role will support and coordinate across all business management initiatives and activities, including planning and execution, process improvement, documentation and reporting.
Core Responsibilities:
Operational Support:
- Assist in the preparation and delivery of strategic and financial reports.
- Support the development and implementation of business plans and initiatives.
- Assist in the planning and execution of daily operational activities to ensure smooth functioning.
Planning and Execution:
- Draft operational plans to operationalize strategic visions.
- Support project implementation efforts.
Process Improvement:
- Support process improvement solution implementation to enhance operational efficiency.
- Collaborate with cross-functional teams to drive process improvements.
Coordination & Communication:
- Coordinate within the division to ensure alignment and effective communication.
- Assist in the preparation and delivery of strategic and financial reports.
Project Coordination:
- Coordinate multiple business initiatives.
- Assist in project management.
Project & Initiative Support:
- Assist in the development and implementation of business strategies and initiatives.
Required Skills & Qualifications:
- Excellent organizational and time management skills.
- Proficiency in project management tools and software.
- Strong level of proficiency across the MS Office suite.
- Strong logical and analytical thinking abilities.
- Strong written and verbal communication skills.
- Ability to work collaboratively with cross-functional teams.
- Detail-oriented with a focus on accuracy and quality.
- Ability to operate in a fast-paced change environment and deliver with a sense of urgency.
- Ability to manage time, multitask and prioritize tasks effectively.
- Ability to think critically to solve problems.
Additional Skills & Qualifications:
- A minimum of 3 years’ experience in a related field.
- Financial services, wealth or asset management experience is an asset.
- Bachelor’s degree in the field of Business Administration, Management, or a related field.
- Project Management Institute, PgMP or PMP certification an asset.
Compensation & Benefits Package:
This position comes with a base salary range of $67,000 - $87,000 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!
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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