Financial Services Manager

3 weeks ago


Vancouver, British Columbia, Canada Nicola Wealth Full time
Manager, Advisory Services

We are seeking a seasoned Manager, Advisory Services to join our team at Nicola Wealth. As a key member of our Wealth Advisory Team, you will be responsible for leading, developing, and coaching a group of Wealth Planning Associates to deliver exceptional client service.

Key Responsibilities:
  • Lead and develop a team of Wealth Planning Associates to ensure service delivery excellence and foster a growth mindset.
  • Manage the hiring process and ensure adequate resourcing requirements of the team.
  • Establish and monitor clear goals and KPIs with a consistent feedback loop.
  • Work closely with the team on in-role and career development goals.
  • Build and cultivate a strong and supportive diverse team with a focus on employee engagement and experience.
Requirements:
  • A minimum of 5 years' experience in related work experience within the financial services industry.
  • 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.
About Us:

Nicola Wealth is 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.

We are passionate about our business, our culture, and investing deeply in our employees' growth and development to build for the future.


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