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Nicola Wealth

Marketing Automation Specialist

Posted 12 days ago

Job Details



dollar sign70,000 to 87,000 per year

Job Description

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!

About the Team:

Our Marketing Team is full of ambitious, creative, and talented professionals dedicated to a superior brand experience. We balance working autonomously within our specialty, working collaboratively across all the marketing functions, and providing exceptional experiences to our internal and external stakeholders. We’re excited and energized about the aggressive growth plans! 

Purpose of the Role:

You’ll participate across a broad spectrum of marketing initiatives with a primary focus on supporting, executing, and monitoring the company’s ability to successfully move individuals through the client journey across multiple touchpoints, both digital and traditional.    

As our Marketing Automation Specialist, you’re responsible for the marketing automation platform (Marketo) and fully leveraging its capabilities to facilitate effective communication and lead nurturing. Working closely with the communications, brand, and event teams, you implement programmatic initiatives through Marketo.   

This role operates on a hybrid working schedule in either Vancouver or Toronto. 

Core Responsibilities:
  • Develop and execute email marketing programs, including segmentation, testing, and deployment, while continually evaluating these for improvements.  
  • Improve segmentation, personalization strategies, and boost performance with our target audience using data-driven, multi-touch communications.  
  • Ensure our messages are delivered by following best practices, maintaining exceptional list hygiene, and implementing new deliverability strategies.   
  • Collaborate with brand, communications, and event teams to create campaign collateral and stay consistent with the broader marketing team’s strategy.    
  • Support essential marketing operations initiatives in Marketo and Salesforce such as managing the lead lifecycle, lead scoring, lead nurturing, segmentation, and data cleansing.   
  • Create, test, and optimize campaign landing pages to improve the conversion funnel.   
  • Manage marketing automation efforts and processes, proactively researching and implementing the latest best practices, strategies, and industry standards.   
  • Understand and evaluate campaign performance to provide recommendations and continuously improve campaigns.  
  • Plan and perform A/B testing to define and execute enhancements to productivity, conversion rates, and programs/campaign ROI.   
Required Skills & Qualifications:
  • Bachelor’s degree in marketing or related field.  
  • 3 + years marketing automation experience in Marketo.  
  • Expert knowledge of database management concepts and best practices.   
  • Strong working knowledge of SFDC.   
  • Superior communication skills, both written and verbal.  
  • Exceptional organizational skills.  
  • Strong independent project management skills.  
  • Able to think critically and exercise independent judgment and discretion.   
Compensation & Benefits Package:

This position comes with a base salary range of $70,000 - $87,000 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:

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:

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 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!

About Nicola Wealth

Nicola Wealth is a full service Wealth Management firm with four offices across Canada, managing $7.4 Billion AUM. More than a financial planning firm, we offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals. Nicola Wealth is a consecutive winner of Canada's 10 Most Admired Corporate Cultures, Deloitte's Best Managed Companies and Canada's Top Small and Medium Employers.


Banking & Finance Real Estate

Company Size

201-500 employees

Application closing date is 2024-08-30

Current Openings

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