Wealth Management Professional

1 day ago

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

ZLC 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 recommendations to clients.
  • Manage client accounts, ensuring timely completion of procedures and processes.
  • Collaborate with financial advisors to create customized portfolios and make referrals as needed.
  • Engage in regular communication with clients, providing updates and insights into their portfolios.
  • Evaluate and analyze intricate investment management strategies, products, and services.
  • Implement best practices and ensure compliance with regulatory requirements.
  • Contribute to a collaborative team environment by sharing ideas and suggestions.
  • Research new investment opportunities and attend client meetings as required.
  • Prepare marketing and business development presentations.
  • Conduct client discovery to identify additional wealth management opportunities.
Requirements:
  • Minimum 5 years of industry experience, with at least 3 years in a client-facing role.
  • Completion of, or pursuing, CFA (Level 3 minimum) designation.
  • Ability to work in a dynamic, growth-oriented environment.
  • Strong written and verbal communication skills.
  • Experience with TooGood portfolio management software (preferred).
  • Exceptional customer service skills.
What We Offer:
  • Hybrid working environment with flexible hours and home office support.
  • Competitive benefits package, including a Healthcare Spending Account.
  • Competitive remuneration package, including revenue sharing and RRSP employer matching contributions.
  • Competitive paid days off package.
  • Education Support Program.
  • Corporate and Family events.

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