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Wealth Management Professional
2 months 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.
