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 Chief of Staff is a strategic leadership role designed to amplify the President’s impact and ensure organizational alignment. This position drives execution of the President’s strategic agenda with discipline, speed, and precision. Acting as an integrator, communicator, and operator, the Chief of Staff facilitates collaboration across the firm and ensures priorities are delivered effectively.
Core Responsibilities:
Strategic Partner to the President
Acts as a trusted advisor and sounding board on strategy, people, and priorities.
A key member of the Private Wealth leadership team, helps refine Private Wealth’s strategic and execution roadmap across all client segments and offerings.
Helps refine ideas and plans by asking critical questions, validating assumptions, and surfacing implications to support well informed decision-making.
Initiatives & Execution
Ensures the President’s strategic priorities translate into deadlines, owners, and outcomes.
Coordinates cross-functional initiatives (e.g., client segmentation, advisor growth, communications, etc.).
Tracks progress and removes obstacles between departments.
Often leads special projects that cut across functions.
Collaboration & Organizational Alignment
Drives communication and consistency across Advisors, investment teams, marketing, operations, compliance, and leadership.
Prepares the President for key internal meetings and ensures follow-through.
Works behind the scenes to keep teams informed and aligned on the firm’s mission and annual goals.
Coordinates with key partners including legal, consultants, centers of influence and strategic clients.
Communication & Messaging
Coordinates Private Wealth communications in partnership with Marketing including: All-firm updates, Advisor announcements, client facing memos, Board materials, and strategic presentations.
Ensures messaging is consistent, timely and reflects the firm’s values and positioning.
Operational Excellence
Designs and implements repeatable processes where needed to enhance operational efficiency.
Oversee onboarding and integration of new Private Wealth leaders in partnership with People and Culture, fosters cultural alignment and relationship-building.
Lead and mentor support staff, ensuring high performance and exceptional service standards.
Governance & Leadership Enablement
Works with the President’s leadership team and Executive Assistant to manage quarterly business reviews, strategic planning cycles and leadership team agendas.
Ensures meetings are purposeful and action items are executed.
Acts as a proxy for the President when needed.
Required Skills & Qualifications:
15+ years of related experience in a leadership role and / or supporting senior executives, ideally in financial services, wealth management, or family office environments.
Bachelor’s degree required; advanced degree (e.g., MBA) or industry certifications are assets.
Proven experience in project management, strategic planning, and executive communications.
Demonstrated ability to build relationships and manage stakeholders at senior leadership and Board levels.
Exceptional judgment, discretion, and integrity.
Strong organizational, analytical, and problem-solving skills.
High emotional intelligence, diplomacy, and ability to navigate sensitive dynamics.
Experience designing or improving strategic systems, processes, or governance structures.
Must be legally eligible to work in Canada for any employer.
Compensation & Benefits Package:
This position comes with a base salary range of $130,000 - $160,000 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 accessibility@nicolawealth.com 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!
