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 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 service 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!

REQUIRED SKILLS & QUALIFICATIONS:

• A minimum of 5 years of related work experience, preferably with exposure to the financial planning and investment services industries.
• Completion of a bachelors degree and financial industry related courses (CIM, CFP, LLQP, etc) are an asset.
• Excellent organizational skills and excellent written and oral communication skills.
• Excellent proficiency in Microsoft Office (Outlook, Powerpoint, Word and Excel) and strong understanding of modern tools and technology.
• Project management and coordination experience.
• Experience in a high performing client service capacity.

PURPOSE OF THE ROLE:

This is a dynamic and multifaceted role providing high-level executive support to three senior leaders in the Private Wealth team. Based in Vancouver with a hybrid work arrangement, this is an exciting opportunity to be part of a growing and collaborative team. The successful candidate will work closely with the senior leaders and their teams, engage with the Advisors group, collaborate with the Executive Office, and build strong relationships with both internal and external stakeholders.
This is a hybrid role based in our Vancouver offices.

CORE RESPONSIBILITIES:

• Provide executive support including: managing and prioritizing email and correspondence, determining urgency, drafting or routing responses, preparing reports and confidential documents, conducting research, electronic filing, and general office management.
• Proactively manage the calendars, including coordinating schedules for company-related business as well as external boards and other associations, while anticipating and resolving scheduling needs and roadblocks before they arise.
• Coordinating internal meetings by setting up agendas, documenting key discussion points and action items, and distributing notes post-meeting.
• Acting as a first point of contact, gatekeeping and problem-solving as appropriate, liaising with company leadership and business contacts.
• Utilize Excel skills to perform accounting function type calculations, and tracking and maintaining various projects and reports.
• Reconciliation, and timely and accurate reporting of expenses, as well as governance of business development budget.
• Develop and maintain a strong relationship with the leaders in order to anticipate needs and provide timely, proactive support and regular updates.
• Project coordination of various initiatives involving the leaders, bringing forward and keeping track of time sensitive action items.
• Create effective and compelling PowerPoint presentations and information packages for the Senior Leadership Team, Nicola Wealth Board and other business meetings as required.