Business Initiatives Manager, Insurance Services

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!

Purpose of the Role::

The Business Initiatives Manager, Insurance Services reports to the Director, Insurance Services and is responsible for leading the development, maintenance, and advancement of Private Wealth programs with a focus on Insurance Services programs.  In collaboration with the Private Wealth Business Management & Operations team, you will be responsible for overseeing Private Wealth improvements, identifying opportunities for development and enhancement, and executing on a variety of Private Wealth and strategic initiatives to drive continuous improvement and support our business as it scales. 

 In this role, the Business Initiatives Manager, Insurance Services will play a pivotal role in building out our insurance division working closely with senior leadership and cross-functional teams to plan, implement, and monitor the progress of the projects. You will be responsible for ensuring that the projects stay on track, meet the objectives, and are completed within the allotted time and budget.  

Core Responsibilities:

• Translate high-level strategic objectives into clearly defined project plans, deliverables, and measurable outcomes.
• Lead and coordinate complex, cross-functional initiatives, managing interdependencies, timelines, and budgets to ensure effective execution.
• Develop and implement mitigation strategies and contingency plans to address risks and constraints across projects and initiatives.
• Facilitate discussions and act as a liaison between internal teams (e.g., Private Wealth Operations) and external stakeholders to ensure alignment with business objectives and responsiveness to client needs.
• Monitor program performance, maintain forecasts, and provide regular updates on status, risks, and key metrics to senior leadership and other stakeholders.
• Collaborate with operational teams to leverage business intelligence and data analytics that support informed decision-making and strategic planning.
• Support departmental business planning, including budgeting, financial projections, and resource allocation.
• Drive continuous improvement by identifying and implementing enhancements to systems, workflows, and processes that improve efficiency, revenue growth, and service delivery.
• Ensure alignment of initiatives with organizational priorities and client experience standards while developing long-term sustainment and benefit realization strategies.
• Ensure compliance with all relevant regulatory, legal, and internal standards.
• Apply change management practices to support adoption and success of strategic initiatives.
• Take ownership of evolving responsibilities as organizational needs change.
  
  

Required Skills & Qualifications:

• University degree, or college diploma in the field of Business Administration, Finance, Information Technology, or equivalent related job experience. 
• 8+ years in program management, business operations, or strategic planning, ideally within financial services, wealth management, or professional services. 
• Application of structured program, project, and change management methodologies. 
• Creation and execution of Program Roadmaps from Strategic Initiatives. 
• Project Management Institute, PgMP or PMP certification an asset. 
• PROSCI or CMP certification an Asset. 
• Must be legally eligible to work in Canada for any employer
  
  

Compensation & Benefits Package:

This position comes with a base salary range of $95,000 - $115,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

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.

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!