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Advisory Services Director
7 months ago
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified investment platform and its 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 experience in a 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
Reporting into the Vice President, Advisory Services, The Advisory Services Director will lead our Wealth Advisor team and operations in Ontario. We have significantly grown our presence in Toronto and Ontario as a whole, and as that growth continues, this role will have significant strategic and operational importance to the impact we make on our clients and the continued growth of our firm. This role will include being actively involved in shaping the performance, direction and growth of our Wealth Advisor team. The successful candidate will provide support, guidance and leadership to a team of trusted Wealth Advisors, ensuring that we achieve our strategic and business objectives while delivering an exceptional experience to our clients.
The location will be a hybrid work model located in Toronto, ON.
As the Advisory Services Director, your key accountabilities will include:
Work with the Advisory Services leadership team and our Managing Director, Ontario, on strategic planning, budgeting and resource management Partner with individual Wealth Advisors to establish annual business and development plans and provide regular support to ensure successful performance against these plans Review and monitor key performance indicators to ensure all Wealth Advisors are meeting client service standards and providing a bespoke client experience Work cross functionally and collaboratively with Advisory Services leadership, Operations teams, and other departments on corporate projects involving Advisory Services Manage advisor capacity and client file allocation including the allocation of new clients to Wealth Advisors and the administration of the Wealth Advisor compensation structure. Responsible for new Wealth Advisor recruitment, onboarding and team integration Responsible for Wealth Advisor talent development and career progression by engaging in and championing people development activities and programs In close partnership with the leaders of our Wealth Planning Associates team, build a talent pipeline of internal associates to support career progression from Associate to Wealth Advisor Be the go-to-person for our Wealth Advisors providing general leadership direction, support, strong communication, and guidance on escalations and questions, thereby fostering a supportive and caring culture
Your key attributes include:
Excellent listening and leadership skills with a strong desire to develop others to grow and reach their potential Inspires a drive for excellence and team success Approachable, caring, engaging and supportive A trusted advisor both internally and externally Excellent interpersonal skills with the ability to build and maintain trusted relationships both within Advisory Services and across the business Superior client service orientation both internally and externally Balances operational performance with a strategic focus on the future Entrepreneurial mindset with a drive to build and grow the business Thrives in a dynamic and fast paced, deadline driven environment Creative and collaborative approach to problem solving and developing innovative solutions
Your experience and qualifications will include:
4+ years experience in a client facing advisor/relationship manager role 8+ years of related work experience in wealth management with a track record demonstrating your strength leading a team of professionals Bachelor’s degree in a related discipline Certified Financial Planner (CFP) Chartered Investment Manager (CIM) LLQP considered an asset Experience delivering results in high performing client service-oriented capacity with both internal and external clients Proficient in MS Word, Excel, Outlook and Powerpoint skills. Experience with other productivity, reporting resource management tools is an asset. Experience with Microsoft PowerBI is a plus. You are legally eligible to work in Canada for any employerPlease include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers
