Wealth Management Professional

8 hours ago

Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time
Job Title: Wealth Advisor

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.

Job Summary:

We are seeking a driven, experienced Wealth Advisor to join our highly collaborative and dynamic team. The ideal candidate will thrive when working with high-net worth clients, providing sound advice and beneficial solutions.

Key Responsibilities:
  • Forecasting customer trends and collaborating with financial advisors to offer the best recommendations to clients.
  • Managing client accounts, ensuring timely procedures and processes are met.
  • Supporting ZLC Wealth in creating portfolios and making referrals to ZLC Financial advisors when necessary.
  • Engaging in regular communication with clients, providing updates and insights into portfolios, and maintaining strong relationships.
  • Evaluating and providing analysis on intricate investment management strategies, products, and services to peers, trainees, and beginners.
  • Implementing and following best practices that are compliant and effective.
  • Being a collaborative team member by contributing ideas and suggestions.
  • Proactively researching new, third-party managed investment opportunities.
  • Attending client meetings as required, including prospective clients.
  • Preparing or assisting in marketing and business development presentations.
  • Proactively conducting client discovery for existing clients to uncover additional wealth management opportunities.
  • Advocating ZLC Wealth's brand and attending client appreciation events.
Requirements:
  • A minimum of 5 years of industry experience, and at least 3 years in a client-facing role.
  • Completion of, or pursuing CFA (Level 3 minimum) designation.
  • The ability to work in a dynamic, growth-oriented environment.
  • Strong written and verbal skills.
  • Experience using TooGood portfolio management software (not required, but preferred).
What We Offer:
  • A hybrid working environment with flexible working hours and home office set up support.
  • A competitive benefits package including a Healthcare Spending Account.
  • A competitive remuneration package including revenue sharing plan and generous RRSP employer matching contributions.
  • Competitive paid days off package (starting at 4 weeks' vacation, plus additional paid days throughout the year).
  • Education Support Program.
  • Corporate & Family events.

We are interested in candidates who are self-motivated, analytical thinkers with demonstrated skills in assessing and identifying opportunities and risks. Great at building strong client relationships that are long-lasting. Passionate about continuing their career in the wealth management industry.

Job Type: Full-time position in a hybrid work setting

Job Hours: Thirty-five (35) hours per week, seven hours (7) per day, Monday to Friday

Salary Range: $120,000 – $250,000 base, plus commission and equity opportunities

Location: Vancouver, BC

Start Date: As soon as possible

Closing Date: August 2024 – Open until filled

We are committed to creating a barrier-free recruitment and selection process and encourage all qualified candidates to apply, regardless of race, national origin, colour, religion, age, gender identity or expression, sexual orientation, marital and family status, disability, or any other identifying characteristic.

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