Advisory Services Director
4 days ago
We are seeking an experienced and results-driven Advisory Services Director to lead our Wealth Advisor team in Ontario. As a key member of our Advisory Services leadership team, you will play a critical role in shaping the performance, direction, and growth of our Wealth Advisor team.
Key Responsibilities:- Lead and manage a team of Wealth Advisors to achieve strategic and business objectives
- Develop and implement business plans, budgets, and resource management strategies
- Partner with Wealth Advisors to establish annual business and development plans, and provide regular support to ensure successful performance
- Monitor key performance indicators to ensure client service standards are met and a bespoke client experience is delivered
- Collaborate with cross-functional teams to drive corporate projects and initiatives
- Manage advisor capacity and client file allocation, including new client allocation and compensation structure administration
- Recruit, onboard, and integrate new Wealth Advisors into the team
- Develop and implement talent development and career progression programs for Wealth Advisors
- 4+ years of experience in a client-facing advisor/relationship manager role
- 8+ years of related work experience in wealth management with a track record of leading a team of professionals
- Bachelor's degree in a related discipline
- Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations
- Excellent leadership, communication, and interpersonal skills
- Ability to build and maintain trusted relationships with internal and external stakeholders
Nicola Wealth is a dynamic and fast-paced organization that offers a collaborative and supportive work environment. As a member of our team, you will have the opportunity to grow and develop your skills, work with a talented and dedicated team, and make a real impact on our clients' lives.
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Director, Board Advisory Services
3 weeks ago
Toronto, Ontario, Canada ivy Group Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Board Effectiveness Manager to join our team at Ivy Group Inc. As a key member of our Board Advisory Services practice, you will play a critical role in helping our clients achieve their strategic objectives and drive business success.Key ResponsibilitiesDeliver high-quality advisory...
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Director, Board Advisory Services
3 weeks ago
Toronto, Ontario, Canada ivy Group Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Board Effectiveness Manager to join our team at Ivy Group Inc. As a key member of our Board Advisory Services practice, you will play a critical role in helping our clients achieve their strategic objectives and drive business success.Key ResponsibilitiesDeliver high-quality advisory...
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Director, Board Advisory Services
4 weeks ago
Toronto, Ontario, Canada ivy Group Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Board Effectiveness Manager to join our team at Ivy Group Inc. As a key member of our Board Advisory Services practice, you will play a critical role in helping our clients achieve their strategic objectives and drive business success.Key ResponsibilitiesDeliver high-quality advisory...
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Director, Board Advisory Services
4 weeks ago
Toronto, Ontario, Canada ivy Group Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Board Effectiveness Manager to join our team at Ivy Group Inc. As a key member of our Board Advisory Services practice, you will play a critical role in helping our clients achieve their strategic objectives and drive business success.Key ResponsibilitiesDeliver high-quality advisory...
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Director, Assurance and Advisory
3 days ago
Toronto, Ontario, Canada CPP Investments Full timeJob Title: Director, Assurance and AdvisoryJob Summary:CPP Investments is seeking a highly experienced Director, Assurance and Advisory to join our team. As a key member of our Assurance and Advisory team, you will be responsible for leading the effective planning and execution of audits, providing advisory services, and identifying ways to streamline audit...
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Director, Assurance and Advisory
3 days ago
Toronto, Ontario, Canada CPP Investments Full timeJob Title: Director, Assurance and AdvisoryJob Summary:CPP Investments is seeking a highly experienced Director, Assurance and Advisory to join our team. As a key member of our Assurance and Advisory team, you will be responsible for leading the effective planning and execution of audits, providing advisory services, and identifying ways to streamline audit...
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Risk Advisory Director
1 week ago
Toronto, Ontario, Canada CB Canada Full timeJob Title: Director, Risk Advisory ServicesCB Canada is seeking a highly skilled Director, Risk Advisory Services to join our team. As a key member of our Risk Advisory team, you will be responsible for driving and leading relationships and projects with our client's real estate business and the holding company.Key Responsibilities:Lead relationships and...
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Risk Advisory Director
1 week ago
Toronto, Ontario, Canada CB Canada Full timeJob Title: Director, Risk Advisory ServicesCB Canada is seeking a highly skilled Director, Risk Advisory Services to join our team. As a key member of our Risk Advisory team, you will be responsible for driving and leading relationships and projects with our client's real estate business and the holding company.Key Responsibilities:Lead relationships and...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeAbout the OpportunityAs a Regional Director, Commercial Mortgage Finance - GTR and Ontario North East ("ONE"), you will lead a team of Commercial Mortgage Associate Directors that specialize in providing commercial real estate financing and advisory services to BFS clients.Key ResponsibilitiesLead a team of Commercial Mortgage Associate Directors in...
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Risk Advisory Director
2 weeks ago
Toronto, Ontario, Canada CB Canada Full timeDirector, Risk Advisory ServicesCB Canada is seeking a seasoned professional to lead our Risk Advisory Services team. As Director, you will be responsible for driving relationships and projects with our client's real estate business and the holding company, while collaborating with cross-functional stakeholders in critical operational and strategic areas.Key...
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Risk Advisory Director
2 weeks ago
Toronto, Ontario, Canada CB Canada Full timeDirector, Risk Advisory ServicesCB Canada is seeking a seasoned professional to lead our Risk Advisory Services team. As Director, you will be responsible for driving relationships and projects with our client's real estate business and the holding company, while collaborating with cross-functional stakeholders in critical operational and strategic areas.Key...
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Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Our MissionWe are committed to delivering long-term sustainability and value to our stakeholders. Our mission is to invest...
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Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Our MissionWe are committed to delivering long-term sustainability and value to our stakeholders. Our mission is to invest...
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Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued in excess of $500 billion, we are one of the most respected and fastest-growing institutional investors in the world.Job DescriptionWe are seeking a...
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Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued in excess of $500 billion, we are one of the most respected and fastest-growing institutional investors in the world.Job DescriptionWe are seeking a...
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Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Our MissionWe are committed to delivering long-term sustainability and value to our stakeholders. Our mission is to invest...
-
Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Our MissionWe are committed to delivering long-term sustainability and value to our stakeholders. Our mission is to invest...
-
Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Our MissionWe are committed to delivering long-term sustainability and returns for our beneficiaries. Our mission is to...
-
Director, Assurance and Advisory
2 weeks ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Our MissionWe are committed to delivering long-term sustainability and returns for our beneficiaries. Our mission is to...
-
Director, Assurance and Advisory
1 week ago
Toronto, Ontario, Canada CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan. With over $500 billion in assets under management, we are one of the largest institutional investors in the world.Job DescriptionWe are seeking a Director, Assurance and Advisory to join our team. As a key member of our Assurance and...