Wealth Manager

Full Time posted 2 weeks ago

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.


  • 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.


  • 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


  • 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.

Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.