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. Established in 2000, ZLC Wealth has formed a team of dedicated, proud professionals committed to the success of our clients. 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 also a registered exempt market dealer.

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.

Sound exciting? Here is a little more:

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 Portfolio’s, and to make referrals to ZLC Financial advisors where necessary.
• Engage in regular communication with clients providing updates and insights into portfolios, advise on changing trends and maintain strong relationships.
• Ability to evaluate and provide analysis on intricate investment management strategies, products and services to peers, trainees and beginners
• Implement and follow best practices that are compliant and effective
• Be a collaborative team member by contributing ideas and suggestions
• Proactively research new, third-party managed investment opportunities
• Attend client meetings as required, including prospective clients
• Prepare or assist in marketing and business development presentations
• Proactively conduct client discovery for existing clients to uncover additional wealth management opportunities
• Advocate ZLC Wealth’s brand and attend client appreciation events

As an experienced professional, you will have:

• 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)
• An exceptional level of customer service

What does ZLC offer?

• Hybrid working environment with flexible working hours and home office set up support
• Competitive benefits package including a Healthcare Spending Account
• Competitive remuneration package including revenue sharing plan and generous RRSP employer matching contributions. (Base compensation, as advertised commission opportunities)
• 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 if you are:

• A self-motivated professional with an ability to create beneficial solutions and provide sound advice to your clients
• An analytical thinker with demonstrated skills in assessing and identifying opportunities and risks
• Great at building strong client relationships that are long-lasting
• Passionate about continuing your 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 – $150,000 base, plus commission

Location: Vancouver, BC

Start Date: As soon as possible

Posting and Closing Date: May 2023 – Open until filled

How to Apply:

If you’re 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 are truly honoured to have talented professionals (like you) express interest in joining our team! 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. If you feel passionate about joining the ZLC team and think you would be the ideal candidate, we encourage you to apply.

If this is not the role for you, please explore our ZLC Careers Page to find the ideal career for you or to connect with our team. We are always looking for talented professionals to join our amazing team and would be happy to review your application!

Additional Information:

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.

We are committed to creating a barrier-free recruitment and selection process and if you require an accommodation throughout this procedure, please let us know.