Team Lead, Private Wealth Associates

Nicola Wealth is seeking a Team Lead to drive team performance, support onboarding and development, and champion process excellence in their Private Wealth Associates team. The ideal candidate will have a minimum of 5 years of related work experience, strong technical skills, and a collaborative and supportive approach.

Requirements

• A minimum of 5 years of related work experience in financial planning
• Strong technical skills and proficiency with relevant systems
• Respected member of the team, with a collaborative and supportive approach
• Completion (or in the process of completing) at least one industry designation
• Must be legally eligible to work in Canada for any employer

Benefits

• Competitive performance bonus
• RRSP contribution
• Participation in our profit-sharing program
• Profit-sharing program
• Share ownership program