- Salary
- $65k – $80k
- Location
- Vancouver, BC · Vancouver
- Workplace
- Hybrid
- Type
- Contract
- Department
- Administration
- Seniority
- Director
- Education
- Bachelor
Description
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 98% 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!
Purpose of the Role:
This is a dynamic and multifaceted role providing high-level executive support to the Managing Director, Insurance. This is an exciting opportunity to be part of a growing and collaborative team. The successful candidate will work closely with the Managing Director and their leadership team, engage with the Insurance group, collaborate with the Private Wealth leadership team, and build strong relationships with both internal and external stakeholders.
This is a hybrid role located in our Vancouver office.
Core Responsibilities:
- Provide comprehensive executive assistance, including email and correspondence management, gatekeeping, complex calendar management, travel coordination, report preparation, drafting confidential communications, research, electronic filing, and general office administration.
- Proactively manage the Managing Director, Insurance's calendar, coordinating company commitments, external boards, and associations while anticipating scheduling needs and resolving conflicts before they arise.
- Coordinate internal meetings by setting up agendas, documenting key discussion points and action items, distributing notes post-meeting, and organizing recurring sessions for seamless team collaboration.
- Act as the first point of contact for the Managing Director, Insurance, providing gatekeeping, problem-solving, and liaison support with company leadership and external business contacts.
- Develop and maintain a strong relationship with the Managing Director, Insurance to anticipate needs, provide proactive support, and manage internal and external communications.
- Utilize Excel to perform accounting-type calculations, maintain reports and project trackers, and ensure timely and accurate expense reconciliation and reporting.
- Coordinate projects and time-sensitive initiatives involving the Managing Director, Insurance while maintaining a strong understanding of business priorities, planning processes, project timelines, and clients.
- Create effective PowerPoint presentations and information packages for the Senior Leadership Team, Nicola Wealth Board, and other business meetings as required.
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 are an asset – CIM, CFP, LLQP, etc.
- 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.
- Demonstrate sound judgement, diplomacy, tact, business acumen, and the ability to anticipate and proactively handle day-to-day challenges.
- Build strong relationships through excellent interpersonal skills, with the ability to work effectively both independently and as part of a collaborative team.
- Thrive in a fast-paced environment by effectively multitasking, taking initiative, prioritizing competing demands, and working independently with minimal supervision.
- Exhibit excellent attention to detail, critical thinking, and analytical ability to ensure accuracy and informed decision-making.
Compensation & Benefits Package:
This position comes with a competitive base salary hiring range of $65,000-$80,000, dependent on experience, skills, qualifications and internal equity.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
This role is a current vacancy within Nicola Wealth.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
