Wealth Management Specialist
2 days ago
**Our Services:**
* Investment Management: We provide customized investment solutions to help our clients achieve their financial goals.
* Financial Planning: Our team of experts helps clients create a comprehensive financial plan that aligns with their values and objectives.
* Wealth Transfer Planning: We assist clients in planning for the transfer of wealth to future generations.
**Why Choose Us:**
* Experienced Team: Our team of professionals has extensive experience in wealth management and financial planning.
* Personalized Service: We provide personalized service to each of our clients, tailoring our solutions to meet their unique needs.
* Commitment to Excellence: We are committed to delivering exceptional service and results to our clients.
**Join Our Team:**
If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, we encourage you to explore our current job openings.
-
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...
-
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...
-
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...
-
Financial Wealth Consultant
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAt Nicola Wealth, we prioritize excellence for both our clients and our team members. Our commitment to assembling a diverse group of intelligent, dedicated professionals enables us to provide outstanding client service in a vibrant work atmosphere. The collaborative and innovative culture we foster empowers our Wealth Advisors to significantly influence...
-
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...
-
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...
-
Wealth Services Coordinator
2 weeks ago
Vancouver, British Columbia, Canada VirgoCX Wealth Full timeAbout VirgoCX WealthVirgoCX Wealth is a leading provider of commission-free cryptocurrency trading services, dedicated to delivering exceptional experiences to our clients.Our company is built on a culture of innovation, with a strong focus on operational excellence and customer satisfaction.We offer a range of services, including a full-service trade desk...
-
Division Manager
7 days ago
Vancouver, British Columbia, Canada IG Wealth Management Full timeLead and Grow Your Financial Planning PracticeThe Division Manager OpportunityIn this role, you will have the unique opportunity to lead and coach a team, while building a financial planning practice. As a Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region.What You Can Expect...
-
Division Manager
7 days ago
Vancouver, British Columbia, Canada IG Wealth Management Full timeLead and Grow Your Financial Planning PracticeThe Division Manager OpportunityIn this role, you will have the unique opportunity to lead and coach a team, while building a financial planning practice. As a Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region.What You Can Expect...
-
Wealth Management Professional
9 hours ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC 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...
-
Wealth Management Professional
7 hours ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full timeJob Title: Wealth AdvisorZLC 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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...