Executive Assistant

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 Executive Assistant provides first-class executive assistance to a busy and successful Executive Team. In this role the Executive Assistant will work directly with the Chairman, and in collaboration with the Chief of Staff, to support various members of the Executive Team.  

This is a hybrid role based in our Vancouver office.

Core Responsibilities:

• Oversee Chairman’s inbox, reviewing incoming correspondence, analyzing importance/ urgency and preparing responses on matters that are sometimes complex and/or confidential. Gatekeeping and problem solving as appropriate. 
• Proactively manage your Executive’s calendars, including company-related business, and any travel arrangements needed. Anticipating and resolving scheduling needs and roadblocks before they arise. 
• Correspond with company leadership, business contacts, prospects and clients, building relationships while providing ‘white glove’ service. 
• Project coordination of various initiatives involving your Executives bringing forward and keeping track of time sensitive action items. 
• Use Excel skills to track and maintain various projects and reports and expense reconciliation. 
• Support Chairman with board administration including scheduling meetings and assisting the preparation of meeting materials. 
• Provide professional designation support and maintenance, including tracking of continuing education credits, course registration, and designation renewals. 
• Support the Executive Team with other office administration as required. 
  
  

Required Skills & Qualifications:

• Minimum of 5 years of related work experience preferably with exposure to the financial planning and investment services industries.  
• Completion of bachelor's degree and financial industry related courses are an asset – CIM, CFP, LLQP, etc. 
• Excellent proficiency in Microsoft Office (Outlook, Powerpoint, Word and Excel) and strong understanding of modern tools and technology.  
• Strong interpersonal and relationship management skills. The ability to work as part of the wider team, as well as individually under a high degree of independence and minimal supervision. 
• Project coordination skills 
• Eligible to work in Canada for any employer.
  
  

Compensation & Benefits Package:

This position comes with a base salary range of $80,000 - $90,000 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!