Job Title

is a Vancouver based wealth management firm providing tailored wealth management solutions for individuals, trusts and corporations. Our fee-based portfolio offerings consist of experienced third-party fund managers who share our sound investment philosophy and our concentration on capital preservation. We are seeking to fill the role of Wealth Advisor with our highly collaborative and dynamic team. The ideal candidate is a driven, experienced Wealth Advisor, that thrives when working with their high-net worth clients. As the Wealth Advisor you will: Forecasting customer trends as they develop and collaborating with financial advisors, to offer the best recommendations to our clients. Managing client accounts both new and existing, ensuring that you are meeting company/regulatory time frames with procedures and processes. Support ZLC Wealth in creating Portfolios, and to make referrals to ZLC Financial advisors where necessary. Ability to evaluate and provide analysis on intricate investment management strategies, products and services to peers, trainees and beginners Proactively research new, third-party managed investment opportunities Advocate ZLC Wealths brand and attend client appreciation events Completion of, or pursuing CFA (Level 3 minimum) designation Experience using TooGood portfolio management software (not required, but preferred) Hybrid working environment with flexible working hours and home office set up support Competitive benefits package including a Healthcare Spending Account Corporate & Family events An analytical thinker with demonstrated skills in assessing and identifying opportunities and risks Great at building strong client relationships that are long-lasting 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 If youre looking to take the next step in building an impactful career and meet the requirements for this position, we invite you to apply for this opportunity by submitting your application through LinkedIn. We understand that candidates may not meet all the requirements of this position and will be considering an equivalent combination of work experience and education when building our talent pool. Diversity and inclusion are at the core of everything we do here at ZLC! From nurturing a safe environment, to empowering our employees to be their authentic selves to creating a diverse workforce our team will stop at nothing to embrace our values for inclusion and diversity, and this is what makes ZLC a special place to work. We truly do believe that a diverse community of talented professionals will provide us with a competitive advantage, and therefore, we 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.