Project Manager, Operations

Nicola Wealth; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services firm in Toronto is seeking an experienced Project Manager to lead operational initiatives aimed at continuous improvement. The successful candidate will manage projects from inception to completion, collaborating with stakeholders and leveraging Agile methodologies. A background in wealth management and 3-5 years of project management experience is required. This position offers a competitive salary and benefits package, including performance bonuses and professional development opportunities.

Benefits

Competitive performance bonus

RRSP contribution

Profit-sharing program

Share ownership program

Qualifications

• 3–5 years of project management experience in financial services.
• Solid understanding of wealth management and financial planning.
• Experience with project management software is preferred.

Responsibilities

• Lead and deliver projects using Agile, Waterfall, and Hybrid methodologies.
• Manage project activities, including risks, issues, and decisions.
• Facilitate communication across teams for transparency and alignment.

Skills

Project management experience

Financial services knowledge

Proficient in software

Change management

Education

Bachelor’s Degree in a related discipline

Tools

Project management software

Microsoft Office Suite

Job description

Overview

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

Reporting to the Director, Operations, the Project Manager, Operations focuses on business consultation and project management to support operational initiatives to drive the continuous improvement and scalability of our business. This role requires broad stakeholder engagement and project management experience and the ability to lead projects from concept to completion.

Core Responsibilities

• Lead and deliver projects of varying size and complexity using appropriate methodologies (Agile, Waterfall, Hybrid), ensuring alignment with strategic goals and timely execution.
• Demonstrate flexibility and adaptability in managing both large-scale initiatives and smaller, fast-moving projects, adjusting approach and tools as needed.
• Manage and report on project activities, including risks, issues, and decisions.
• Drive conversations with Executive Sponsors to clarify priorities, obtain time from subject matter experts (SMEs), and validate recommendations.
• Work with Project Sponsors to document and confirm project objectives, benefits, and inter-dependencies.
• Facilitate effective communication across teams, ensuring transparency, alignment, and timely resolution of issues or blockers.
• Conduct hands-on process and business analysis, including workflow mapping, data analysis, and root cause investigation to support informed decision-making and continuous improvement.
• Collaborate cross-functionally with stakeholders to gather requirements, define project goals, and translate business needs into actionable plans.
• Champion operational excellence, identifying opportunities for efficiency and scalability within existing workflows.
• Monitor and report on project performance, using metrics and insights to drive accountability and optimize outcomes, and quantify the benefits of implemented changes.
• Support change management by obtaining agreement from leadership and business owners to implement new processes, tools or systems, and tracking the impact of those changes.

Required Skills & Qualifications

• Minimum of 3 – 5 years of project management experience or equivalent, preferably in the financial services industry.
• Bachelor’s Degree in a related discipline.
• Project Management education and/or certifications are an asset.
• Solid understanding of the wealth management industry, financial markets, financial planning, asset management, and/or insurance.
• Experience with project management/delivery software.
• Highly proficient with word processing, spreadsheet, and presentation software.
• Exposure to change management and/or process optimization is an asset.

Compensation & Benefits Package

This position comes with a base salary range of $80,000 - $100,00 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 [e-mail] 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!