Wealth Management Leadership Position

1 month ago

Toronto, Ontario, Canada Nicola Wealth Full time
About Us

Nicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.

Job Summary

We are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be responsible for shaping the performance, direction, and growth of our Wealth Advisor team.

Key Responsibilities
  • Lead strategic planning, budgeting, and resource management with the Advisory Services leadership team and Managing Director, Ontario.
  • Partner with individual Wealth Advisors to establish annual business and development plans, providing regular support to ensure successful performance against these plans.
  • Monitor key performance indicators to ensure all Wealth Advisors meet client service standards and provide a bespoke client experience.
  • Cross-functionally collaborate with Advisory Services leadership, Operations teams, and other departments on corporate projects involving Advisory Services.
  • Manage advisor capacity and client file allocation, including allocating new clients to Wealth Advisors and administering the Wealth Advisor compensation structure.
  • Recruit, onboard, and integrate new Wealth Advisors into the team.
  • Develop and champion people development activities and programs to foster talent growth and career progression within the team.
Requirements
  • 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) certification.
  • Chartered Investment Manager (CIM) certification.
  • LLQP considered an asset.
  • Proficient in MS Word, Excel, Outlook, and PowerPoint skills.
Compensation

The estimated salary for this position is $120,000 - $150,000 per year, depending on experience.

Benefits

Nicola Wealth offers a competitive benefits package, including health insurance, retirement savings plan, and professional development opportunities.

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