![Nicola Wealth](https://media.trabajo.org/img/noimg.jpg)
Advisory Services Director
2 weeks 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
-
Director, Advisory Services
5 days ago
Toronto, Canada Ontario Medical Association Full timeAre you looking to join one of Greater Toronto’s Top 2024 Employers? The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas,...
-
Advisory Director
1 month ago
Toronto, Canada RSM US LLP Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...
-
Director, Financial Services Advisory
2 months ago
Toronto, Canada Avanade Full timeDirector, Financial Services Advisory Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travelers? Data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers you a purposeful career. Know your clients’ needs inside...
-
Director, Financial Services Advisory
2 months ago
Toronto, Canada Avanade Full timeCome join us We are seeking a Consulting Director with Consumer Banking and/or Capital Markets expertise in the Financial Services industry to join our Advisory Practice in Canada. As many banks who have survived the worst of the financial crisis look to position themselves for growth and prosperity in a new banking landscape, there are many exciting...
-
Senior Director, Audit and Advisory Services
1 week ago
Old Toronto, Canada Manulife Insurance Malaysia Full timeSenior Director, Audit and Advisory Services page is loaded Senior Director, Audit and Advisory Services Apply locations Toronto, Ontario time type Full time posted on Posted 9 Days Ago job requisition id JR24050983 We are a leading financial services provider committed to making decisions easier and lives better for our...
-
Senior Director, Audit and Advisory Services
2 weeks ago
Old Toronto, Canada Manulife Insurance Malaysia Full timeSenior Director, Audit and Advisory Services page is loaded Senior Director, Audit and Advisory Services Apply locations Toronto, Ontario time type Full time posted on Posted 9 Days Ago job requisition id JR24050983 We are a leading financial services provider committed to making decisions easier and lives better for our...
-
Director, Assurance
1 month ago
Toronto, Canada CPP Investments Full timeJob DescriptionAssurance and Advisory (A&A) provides independent and objective assurance over the design and operating effectiveness of CPP Investments’ governance processes and internal controls. Reporting to a Managing Director, Assurance & Advisory, the Director will be focused on maximizing the value delivered by A&A on audits, advisory engagements,...
-
Director, Accounting Policy and Advisory
1 month ago
Toronto, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Consulting Director, Visa Advisory Services
2 weeks ago
Toronto, Canada VISA Full timeJob Description And Responsibilities The Consulting Director will be a key member of Visa Consulting and Analytics (VCA), a team within Visa Advisory Services that drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data...
-
Consulting Director, Visa Advisory Services
3 weeks ago
Toronto, Canada Visa Full timeJob DescriptionThe Consulting Director will be a key member of Visa Consulting and Analytics (VCA), a team within Visa Advisory Services that drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management,...
-
Consulting Director, Visa Advisory Services
2 weeks ago
Toronto, Canada Visa Full timeJob DescriptionThe Consulting Director will be a key member of Visa Consulting and Analytics (VCA), a team within Visa Advisory Services that drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management,...
-
Director, Accounting Advisory
5 days ago
Toronto, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Consulting Director, Visa Advisory Services
3 weeks ago
Old Toronto, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Consulting Director, Visa Advisory Services
3 weeks ago
Old Toronto, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Consulting Director, Visa Advisory Services
3 weeks ago
Old Toronto, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Consulting Director, Visa Advisory Services
3 weeks ago
Old Toronto, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and...
-
Consulting Director, Visa Advisory Services
3 weeks ago
Toronto, ON, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and...
-
Consulting Director, Visa Advisory Services
5 days ago
Old Toronto, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Consulting Director, Visa Advisory Services
4 days ago
Old Toronto, Canada Visa Full timeCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Director, Assurance
3 weeks ago
Old Toronto, Canada CPP Investments Full timeCompany Description Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management...