Associate Vice President, Private Wealth
Apply NowCompany: Nicola Wealth
Location: Calgary, AB T1Y 7M8
Description:
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 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!
Purpose of the Role:
Reporting into the Vice President, Private Wealth, as Associate Vice President, Private Wealth you'll lead a team of esteemed Wealth Advisors providing support and guidance, ensuring achievement of our strategic and business objectives through delivering exceptional client experience. You'll be actively involved in shaping the performance, direction and growth of our Wealth Advisor team. The successful candidate will provide support, guidance, and leadership to a team of trusted Wealth Advisors, ensuring that we achieve our strategic and business objectives while delivering an exceptional experience to our clients.
Core Responsibilities:
As Associate Vice President, Private Wealth, your key accountabilities will include:
This position comes with a base salary range of $150,000 - $204,000; 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 [redacted] 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!
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!
Purpose of the Role:
Reporting into the Vice President, Private Wealth, as Associate Vice President, Private Wealth you'll lead a team of esteemed Wealth Advisors providing support and guidance, ensuring achievement of our strategic and business objectives through delivering exceptional client experience. You'll be actively involved in shaping the performance, direction and growth of our Wealth Advisor team. The successful candidate will provide support, guidance, and leadership to a team of trusted Wealth Advisors, ensuring that we achieve our strategic and business objectives while delivering an exceptional experience to our clients.
Core Responsibilities:
As Associate Vice President, Private Wealth, your key accountabilities will include:
- Working with the Private Wealth leadership team on strategic planning, budgeting and resource management
- Partnering with individual Wealth Advisors to establish annual business and development plans and provide regular support to ensure successful performance against these plans
- Reviewing and monitoring key performance indicators to ensure all Wealth Advisors are meeting client service standards and providing a bespoke client experience
- Working cross functionally and collaboratively with Private Wealth leadership, Operations teams, and other departments on corporate projects involving Private Wealth
- Managing advisor capacity and client file allocation including the allocation of new clients to Wealth Advisors and the administration of the Wealth Advisor compensation structure
- Responsible for Wealth Advisor talent development and career progression by engaging in and championing people development activities and programs
- Supporting new Wealth Advisor recruitment, onboarding and team integration
- In close partnership with the leaders of our Wealth Planning Associates team, build a talent pipeline of internal associates to support career progression from Associate to Wealth Advisor
- Be a go-to-person for our Wealth Advisors providing general leadership direction, support, strong communication, and guidance on escalations and questions, thereby fostering a supportive and caring culture
- Excellent leadership skills with a strong desire to develop others to grow and reach their potential
- Inspires a drive for excellence and team success
- Approachable, caring, engaging and supportive
- A trusted advisor both internally and externally
- Excellent communication and interpersonal skills with the ability to build and maintain trusted relationships both within Advisory Services and across the business
- Superior client service orientation both internally and externally
- Balances operational performance with a strategic focus on the future
- Entrepreneurial mindset with a drive to build and grow the business
- Thrives in a dynamic and fast paced, deadline driven environment
- Creative and collaborative approach to problem solving and developing innovative solutions
- 4+ years' experience in a client facing advisor/relationship manager role
- 8+ years of related work experience in wealth management with a track record demonstrating your strength leading a team of professionals
- Bachelor's degree in a related discipline
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA)
- Life License Qualification Program (LLQP) is preferred. If not currently held, a willingness to work towards it is required.
- Experience delivering results in high performing client service-oriented capacity with both internal and external clients
- Proficient in MS Word, Excel, Outlook and PowerPoint skills. Experience with other productivity, reporting resource management tools is an asset. Experience with Microsoft PowerBI is a plus.
- You are legally eligible to work in Canada for any employer
This position comes with a base salary range of $150,000 - $204,000; 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 [redacted] 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!