Change Management Analyst

7 days ago

Vancouver, British Columbia, Canada Nicola Wealth Full time
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 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:


We are seeking an individual who will support the Change Management pillar of work at Nicola Wealth within the Business Transformation Team.

Reporting to the Senior Manager, Change Management, the Change Management Coordinator will focus on analyzing stakeholders and supporting best practices in training rollouts.

The Change Management Coordinator will work closely with Project Managers to report on project status updates and quarterly strategic planning updates.

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

As a Change Management Analyst, your key accountabilities will involve:

  • Align with the overall change management strategy for given projects by supporting training roll out logistics including registration, room booking, calendar management, attendance tracking, classroom management, training material organization and distribution, sandbox access, and end user support
  • Provide support to change management activities and artifacts such as Change Impact Assessments, Training Needs Assessments and adoption measurement
  • Assist with project status reports by collecting input from other Business Transformation team members, send reminders, and follow up on revisions and updates
  • Assist with strategic planning updates by collecting and coordinating input from both within Business Transformation and other teams across the organization
  • Collecting, analyzing, and reporting on benefits metrics for strategic and nonstrategic activities
  • Drafting meeting agendas, recording minutes, and logging actions for multiple stakeholders
  • Proofreading and formatting internal documentation, encouraging best practices
  • Ensure consistency of information and presentable formatting in status reports and strategic planning updates
  • Other related duties and projects, as required.

Your experience and qualifications will include:

  • 1-3 years' experience of in-person and virtual training support or equivalent experience
  • Bachelor's Degree in a related discipline
  • An understanding of project management methodologies (agile, waterfall, etc.)
  • Experience in data processing in Excel and relevant tools
  • Experience in creating reports in PPT, Excel and Word
  • A solid understanding of arithmetic and algebra (to compute and chart project metrics)
  • Skilled in Microsoft PowerPoint, Excel, Forms, SharePoint, Teams and Zoom
  • Financial services experience is considered an asset
  • Detail oriented, organized and has the ability to work under tight timelines
  • Excellent communication (written and verbal) skills
  • Exceptional interpersonal skills
  • Creative problem solver who is able to prioritize, manage, and handle multiple tasks simultaneously
  • Ability to discern between critical and less important issues and tasks
  • Ability to work across teams and with various stakeholders
  • Ability to identify potential issues and/or roadblocks and suggest alternative solutions
  • Positive, and openminded with a handson approach towards work
  • Able to maintain a calm, professional demeanor and collaborate under pressure
  • Adaptable and willing to learn new skills and acquire additional education as required
  • Comfortable in a hybrid environment, including ability to collaborate remotely and in person
  • Must be legally eligible to work in Canada for any employer.

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