Manager, Advisory Services - Associates

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!

Position Summary

Our team is growing, and we are looking for an energetic Manager, Advisory Services - Associates to join our existing team of Managers to lead, develop, and coach a team of professionals that deliver exceptional client service.

The Wealth Planning Associate (WPA) team provides a high degree of support and expertise to our Wealth Advisory Team. Your role will be to ensure the WPA team is engaged with a growth mindset and able to service our clients with a consistent high level of service.

This role reports to the Vice President, Advisory Services Associates and Operations. The location will be a hybrid of work from home and an in-office environment, based in our Vancouver office.

As a Manager, Advisory Services - Associates, your key accountabilities will involve :

• Lead, coach and develop a group of Wealth Planning Associates to ensure service delivery excellence, and foster team engagement with personal and professional growth Recruitment;
• manage the hiring process and ensure adequate resourcing requirements of the team Performance Management ; establish and monitor clear goals and KPI’s with a consistent feedback loop Talent Development ;
• work closely with the team on in-role and career development goals; engage with advisors to ensure goals are aligned to Wealth Advisory Team business goals Community and Culture ;

build and cultivate a strong and supportive diverse team with a focus on employee engagement and experience

Operationally, manage the WPAs, including oversight of day-to-day activities and collaborate with the Training Specialist to ensure defined processes are followed Improve processes and productivity by reviewing and analyzing our current processes and procedures;

identify opportunities to improve and collaborate with other department leads who will be impacted to co-create process changes and implement themDocument escalations, review and analyze and provide recommendations for improvementsReview procedure manuals and / or reference materials and work with Training Specialist to keep them up to date

• Handle escalated client service issues and resolve them in a positive and timely manner
• Manage requests for vacation and overtime approvals
• Collaborate with the Vice President, Advisory Services - Associates and Operations and other key stakeholders within Advisory Services to ensure that all business needs are being met
• Actively engage in ongoing learning and development to continuously upskill management and strategic knowledge

Success Factors :

• Superior client service orientation both internally and externally.
• Resilient and calm under pressure.
• Inspires a drive for operational excellence and team success.
• Able to successfully work and deliver results in a matrixed organization.
• Highly effective coaching skills to support team member performance and development.
• Approachable, engaging, active listener and supportive.
• Superior attention to detail and follow through.
• Excellent interpersonal, communication and collaboration skills with the ability to effectively manage and influence multiple stakeholders.
• Able to independently manage multiple projects simultaneously.
• Thrives in a dynamic and fast paced, deadline driven environment.

Your experience and qualifications will include :

• A minimum of 5 years’ experience in related work experience within the financial services industry is essential
• Experience managing a large team
• Previous team leadership / management experience is required
• A good working knowledge of financial planning strategies and concepts
• Completion or in the process of obtaining the following is considered an asset : CFP or QAFPCIM or CFALife License Qualification Program (LLQP)
• Bachelor’s degree in a related discipline
• History of delivering results in a high performing, service-oriented capacity
• Advanced MS Word, Excel Outlook and CRM skills. Experience with other productivity, reporting, and resource management tools is an asset.
• You are legally eligible to work in Canada for any employer

Please include both a 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