Wealth Management Professional
7 hours ago
ZLC Wealth Inc., a leading wealth management firm, is seeking a highly skilled and experienced Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a critical role in providing tailored wealth management solutions to our clients, helping them achieve their financial goals.
Key Responsibilities:- Develop and implement comprehensive wealth management plans for high-net-worth clients, taking into account their financial goals, risk tolerance, and investment objectives.
- Conduct thorough financial analyses and provide expert advice on investment strategies, asset allocation, and portfolio management.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Collaborate with internal teams, including financial advisors and portfolio managers, to ensure seamless delivery of wealth management services.
- Stay up-to-date with market trends, regulatory changes, and industry developments, applying this knowledge to provide innovative solutions for clients.
- Minimum 5 years of experience in wealth management, with at least 3 years in a client-facing role.
- Completion of, or pursuing, CFA (Level 3 minimum) designation.
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
- Excellent written and verbal communication skills, with the ability to build strong relationships with clients and internal stakeholders.
- Experience with TooGood portfolio management software is an asset.
- A dynamic and collaborative work environment, with opportunities for professional growth and development.
- A competitive compensation package, including a base salary, commission opportunities, and a generous RRSP employer matching program.
- A comprehensive benefits package, including a Healthcare Spending Account and paid time off.
- Education Support Program and corporate events.
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Wealth Management Professional
6 days ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
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Wealth Management Professional
6 days ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
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Wealth Management Professional
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...
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Wealth Management Professional
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...
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Wealth Management Professional
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...
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Wealth Management Professional
3 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a skilled Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a crucial role in providing tailored wealth management solutions to our clients.Key Responsibilities:Forecast and analyze customer trends to offer expert recommendations to...
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Wealth Management Professional
3 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a skilled Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a crucial role in providing tailored wealth management solutions to our clients.Key Responsibilities:Forecast and analyze customer trends to offer expert recommendations to...
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Wealth Management Professional
1 day ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a seasoned Wealth Advisor to join our dynamic team. As a key member of our team, you will be responsible for providing tailored wealth management solutions to high-net-worth clients.Key Responsibilities:Forecast and analyze customer trends to offer expert...
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Wealth Management Professional
1 day ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a seasoned Wealth Advisor to join our dynamic team. As a key member of our team, you will be responsible for providing tailored wealth management solutions to high-net-worth clients.Key Responsibilities:Forecast and analyze customer trends to offer expert...
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Wealth Management Professional
3 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Job Summary:We are seeking a driven, experienced Wealth Advisor to join our highly collaborative and dynamic team. The ideal candidate will thrive...
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Wealth Management Professional
3 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Job Summary:We are seeking a driven, experienced Wealth Advisor to join our highly collaborative and dynamic team. The ideal candidate will thrive...
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Wealth Management Specialist
2 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations. Our team of dedicated professionals is committed to the success of our clients. We offer a range of services, including investment management, financial planning, and wealth...
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Wealth Management Specialist
2 days ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations. Our team of dedicated professionals is committed to the success of our clients. We offer a range of services, including investment management, financial planning, and wealth...
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Wealth Management Specialist
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionTo provide exceptional wealth management services that meet the unique needs of our clients.To build long-term relationships with our clients...
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Wealth Management Specialist
1 week ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionTo provide exceptional wealth management services that meet the unique needs of our clients.To build long-term relationships with our clients...
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Wealth Management Specialist
2 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeAbout ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionWe are dedicated to delivering exceptional wealth management services, tailored to meet the unique needs of our clients.Our TeamWe have a team...
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Senior Wealth Management Consultant
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAt Nicola Wealth, we believe that our clients deserve unparalleled service, and the same applies to our team members. By uniting intelligent, dedicated, and high-caliber professionals from various backgrounds, we provide outstanding client service in a vibrant work atmosphere. The collaborative, innovative, and entrepreneurial culture that defines us...
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Senior Wealth Management Consultant
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAt Nicola Wealth, we believe in providing unparalleled service to our clients while fostering a supportive environment for our team members. Our commitment to excellence is reflected in our diverse and talented workforce, where collaboration and innovation are at the forefront of our operations. We are dedicated to cultivating a culture that empowers our ...