Wealth Manager / Investment Advisor

Raymond James • Vancouver, BC

1d • Hybrid

About The Position

LT Wealth Management Partners is a boutique wealth management firm building a modern, relationship-first client experience for "Financial Delegators"—successful professionals, business owners, and families who want a trusted team to simplify and manage the complexity of their financial lives. Our clients value clarity, responsiveness, and a deeply personal level of service. We are looking for a client relationship manager to join our team long term and grow alongside us. This role is ideal for someone who is naturally organized, emotionally intelligent, and genuinely enjoys building long-term trusted relationships. You’ll work closely with our founder and advisory team, gradually becoming a key point of contact for clients and an integral part of the experience we deliver. This is not a high-pressure sales role, with no cold calling or aggressive business development culture. The firm prioritizes trust, quality relationships, and excellent work over chasing quotas. This role may appeal to someone looking to transition out of a traditional corporate environment into something more flexible and long-term.

Requirements

• 5–10 years of experience in wealth management, financial planning, private banking, or another client-focused professional role
• Highly organized, detail-oriented, and proactive
• Strong communicator who can make complex things feel simple and calm for clients
• Naturally relationship-oriented and comfortable building trust over time
• Able to manage multiple moving pieces while keeping clients informed and supported
• Coachable, curious, and interested in growing into a long-term client leadership role
• Looking for meaningful work with autonomy, flexibility, and balance

Responsibilities

• Build long-term relationships with clients grounded in trust and responsiveness
• Act as a key point of contact for our Financial Delegator clients
• Coordinate meetings, communication, follow-ups, and ongoing client service
• Work closely with the advisory team to deliver a high-touch, personalized experience
• Gradually take on greater ownership of client relationships and planning support
• Help ensure clients feel informed, confident, and genuinely cared for at every stage of their financial life

Benefits

• Hybrid flexibility with 75%25+ work from home
• A collaborative boutique team with a low-ego, supportive culture
• Direct mentorship from experienced advisors and long-term growth opportunities
• The opportunity to work closely with Financial Delegator clients and high-quality relationships
• A modern, flexible environment built on trust and autonomy
• Competitive compensation
• Strong work-life balance
• A long-term career path in wealth management without burnout culture

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed