Advisory Services Director

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 :

Your experience and qualifications will include :

Please 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