Account Manager

Description:

Nicola Wealth is a national leader in wealth management, recognized as a Best Managed Company and one of Canada’s Top Employers. The firm is known for sophisticated financial planning, diversified private investment funds, exceptional performance, a 99% client retention rate, and an award-winning culture. Nicola Wealth fosters collaboration, creativity, and entrepreneurial spirit, offering opportunities for career growth and impact.

Purpose of the Role:
The Senior Manager, Private Wealth Associates leads and develops a high-performing team of Wealth Planning Associates (WPAs) and support roles. Acting as both a people leader and strategic enabler, this role manages talent development, resource allocation, performance coaching, recruitment, and operational effectiveness. The Senior Manager serves as a bridge between Associates and Advisors to ensure alignment of talent with business needs.

Core Responsibilities:

• Lead a team of 15–20 Associates across different levels (AA, WPI, WPA, SWPA).

• Conduct regular 1:1 meetings for career development, performance coaching, and feedback.

• Manage performance issues professionally and mediate between Associates and Advisors.

• Recruit, onboard, and maintain a pipeline of candidates in collaboration with Talent Acquisition.

• Align Associate skillsets with Advisor needs through resource planning and internal mobility.

• Ensure staffing levels, succession planning, and transitions are managed effectively.

• Collaborate with the Business Management team to implement strategic initiatives.

• Participate in strategic planning and implement team-level tactics to support broader business goals.

• Standardize development practices and performance feedback loops.

• Utilize internal systems (Reflektiv, SharePoint, Salesforce, Dayforce) for team operations and performance management.

Required Skills & Qualifications:

• Minimum 5 years leadership experience, preferably in financial services.

• Background in Wealth Planning (CFP, CIM, or equivalent) is valued but not required.

• Familiarity with financial planning tools and CRM systems (Salesforce).

• Experience managing career-focused employees and collaborating with senior stakeholders.

• Bachelor’s degree in a related discipline.

• Proven track record of results in high-performing, service-oriented roles.

• Must be legally eligible to work in Canada.

Compensation & Benefits:

• Base salary: CAD $110,000 – $140,000 (commensurate with experience and qualifications)

• Performance bonus

• RRSP contribution

• Profit-sharing program

• Access to share ownership program

• Inclusive and values-driven work environment