Private Wealth Operations Lead

Job DescriptionAs a Business Analyst & Process Optimization Specialist, you will play a key role in the effective scaling and operational execution of the Private Wealth division. Reporting to the Head of Business Management, you will analyze current business processes and workflows, identify areas of inefficiency, and propose solutions for improvement. Your...

Nicola Wealth: A Leader in Wealth ManagementWe are recognized as one of Canada's Top Employers and a Best Managed Company, reflecting our commitment to upholding our firm's values through significant growth. Our sophisticated financial planning, diversified private investment funds, and exceptional performance position us as a national leader in wealth...

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...

At Nicola Wealth, our clients deserve the best. The same goes for our people.By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...

Nicola Wealth Management Ltd. is a national leader in wealth management, recognized for our sophisticated financial planning, diversified private investment funds, and exceptional client service. The Private Wealth Team is the core of our business, providing a unique and high-quality wealth management experience to clients.About the OpportunityThe Business...

OverviewAviso Wealth, a leading wealth management and investment services provider, is seeking an experienced Chief Marketing Strategist to lead our marketing organization and drive innovation, growth, and impact across our flagship brands.About the RoleLead and manage a high-performing marketing team, providing mentorship, guidance, and career development...

The Private Wealth Team is the heart of our business, providing a bespoke, intimate, and high-quality wealth management experience to clients. We cultivate trusting relationships with clients to ensure we're delivering exceptional results.About the RoleThe Business Initiatives Manager, Private Wealth, is a dynamic role designed to drive operational execution...

Company OverviewAviso Wealth Inc is a leading provider of wealth management and investment services in Canada. With over $130 billion in total assets under administration and management, we are committed to delivering innovative solutions to our clients.We have a comprehensive, technology-enabled ecosystem that supports our partners, advisors, and investors....

Requisition ID: 219271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

SalaryThis position comes with a base salary range of $88,000 - $108,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills and qualifications.Benefits Package:At Nicola Wealth Management Ltd., our people grow our business, delight our clients, and...

Company OverviewNicola Wealth Management Ltd. is a leading wealth management firm dedicated to providing exceptional client service in a values-driven work environment. Our sophisticated financial planning, diversified private investment funds, and award-winning culture position us as a national leader in the industry.We are passionate about our business,...

Supporting Insurance OperationsWe're seeking a skilled Insurance Administrator to join our team at Nicola Wealth Management Ltd. This role involves managing administrative tasks, facilitating policy audits, supporting policy changes, and coordinating operational tasks to ensure smooth workflows. If you're organized, detail-oriented, and passionate about...

Required Skills & QualificationsTo excel in this role, you will require:• Excellent analytical and problem-solving skills• Highly proficient process mapping and documentation tools• Experience with data analysis and business intelligence tools• Proficiency as a Salesforce super-user• Strong project management skills, including managing timelines,...

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,...

Job DescriptionThe Business Analyst & Process Optimization Specialist is a key driver of the effective scaling and operational execution of the Private Wealth division. This role is responsible for analyzing and assessing current business processes and workflows, identifying areas of inefficiency, and proposing solutions for improvement.Develop a deep...

Role Overview">We are seeking a highly skilled Total Wealth Planner to join our team in Canada. As a key member of the Scotia Wealth Management team, you will be responsible for delivering exceptional client experiences and driving business growth through strategic planning and relationship building.">About the Role">Contribute to the overall success of...

The role of Senior Financial Operations Lead at Nicola Wealth Management Ltd. is a key position that oversees the preparation and analysis of financial statements and other monthly reports, ensuring accuracy and compliance with corporate policies, regulatory and IFRS requirements. The ideal candidate will have extensive leadership experience and be...

Company OverviewNicola Wealth Management Ltd. is a leading wealth management company in Canada, recognized for its sophisticated financial planning and diversified private investment funds. With a strong focus on client retention and award-winning culture, we strive to provide exceptional service in a values-driven work environment.

About the Team:Do you want to work in a fast-paced, intellectually challenging environment? In this role, you can look forward to strong deal flow and the opportunity to build knowledge in a variety of PE and VC investment strategies, transaction types, industries, structures, and business models with accelerated exposure and responsibility. You will work...

About OceanFront Wealth Inc.OceanFront Wealth Inc. is a leading boutique wealth management firm that helps high-net-worth families achieve their financial goals through customized investment strategies and expert advice.We're committed to building long-term relationships with our clients and providing them with peace of mind through our comprehensive...