Wealth Manager

Merit Services; Vancouver; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading company in financial and wealth management services is seeking a Wealth Manager in Vancouver. This role involves providing comprehensive services to clients, helping them achieve financial goals through tailored strategies and expert advice. Ideal candidates will have a strong background in finance and proven experience in wealth management.

Benefits

Competitive compensation and benefits

Opportunities for professional development

Supportive work environment

Work-life balance with flexible scheduling

Qualifications

• Minimum of five years of experience in wealth management or related roles.
• Strong knowledge of investment products and financial markets.

Responsibilities

• Provide comprehensive wealth management services including investment portfolio management.
• Develop and implement tailored investment strategies aligned with clients’ objectives.

Skills

Communication

Interpersonal Skills

Financial Analysis

Education

Bachelor’s degree in finance

MBA

CFP

Tools

Financial Planning Software

Job description

Join Merit Services client in financial and wealth management services, as a Wealth Manager in Vancouver. This exciting opportunity allows you to play a crucial role in helping clients achieve their financial goals and secure their financial future As a Wealth Manager, you will be responsible for our clients’ financial well-being while advancing your career in the dynamic and rewarding field of wealth management.

RESPONSIBILITIES :

• Provide comprehensive wealth management services to clients, including investment portfolio management, financial planning, and estate planning.
• Conduct in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences.
• Develop and implement tailored investment strategies aligned with clients’ objectives and risk profiles.
• Monitor investment performance, conduct regular portfolio reviews, and make adjustments as necessary.
• Provide expert advice on retirement planning, tax optimization, and wealth preservation strategies.
• Collaborate with internal and external professionals, such as tax advisors and legal counsel, to provide holistic financial solutions.
• Build and maintain strong client relationships through regular communication and proactive service.
• Stay updated on market trends, economic developments, and regulatory changes to provide informed advice to clients.
• Actively seek opportunities for business development and client acquisition to grow the wealth management practice.

QUALIFICATIONS :

• Bachelor’s degree in finance, economics, or a related field. Advanced degrees such as MBA or CFP are advantageous.
• Minimum of five years of experience in wealth management, investment advisory, or related roles.
• Strong knowledge of investment products, financial markets, and wealth management strategies.
• Proven track record in developing and implementing successful investment strategies.
• Excellent communication and interpersonal skills to build rapport and trust with clients.
• Demonstrated ability to analyze complex financial situations and provide tailored solutions.
• Strong understanding of tax, estate planning, and retirement strategies.
• Relevant certifications such as CFA, CFP, or CIM are highly desirable.
• Proficiency in financial planning software and tools

BENEFITS :

• Competitive compensation and benefits package commensurate with experience and performance.
• Opportunities for professional development and continuous learning.
• Supportive work environment that fosters collaboration and growth.
• Access to a wide range of financial resources and tools to support client management.
• Opportunity to work with a diverse portfolio of clients and contribute to their financial success.
• Work-life balance with flexible scheduling options.

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