Wealth Manager / Investment Advisor

. Join Our Team: Wealth Manager/Investment Advisor LT Wealth Management Partners Hybrid / Remote | We welcome applications from candidates in the Lower Mainland or Okanagan, BC At LT Wealth, we believe you shouldn’t have to choose between doing meaningful work and having a life outside of it. We’re a boutique wealth management firm building a modern, relationship-first client experience for what we call “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—not transactional account management. We’re 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. No cold calling. No aggressive business development culture. We care far more about trust, quality relationships, and doing excellent work than chasing quotas. A number of our clients are lawyers, entrepreneurs, and senior professionals, so this role may especially appeal to someone looking to transition out of a traditional corporate environment into something more flexible and long-term. . Join Our Team: Wealth Manager/Investment Advisor LT Wealth Management Partners Hybrid / Remote | We welcome applications from candidates in the Lower Mainland or Okanagan, BC At LT Wealth, we believe you shouldn’t have to choose between doing meaningful work and having a life outside of it. We’re a boutique wealth management firm building a modern, relationship-first client experience for what we call “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—not transactional account management. We’re 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. No cold calling. No aggressive business development culture. We care far more about trust, quality relationships, and doing excellent work than chasing quotas. A number of our clients are lawyers, entrepreneurs, and senior professionals, so this role may especially appeal to someone looking to transition out of a traditional corporate environment into something more flexible and long-term. Who You Are • 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 What You’ll Do • 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 What We Offer • Hybrid flexibility with 75%+ 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 and strong work-life balance • A long-term career path in wealth management without burnout culture To Apply Please send us your resume along with a short note about why this role interests you and why you think you’d be a great fit. If this sounds like the kind of career and culture you’ve been looking for, we’d love to hear from you. Who You Are • 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 What You’ll Do • 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 What We Offer • Hybrid flexibility with 75%+ 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 and strong work-life balance • A long-term career path in wealth management without burnout culture To Apply Please send us your resume along with a short note about why this role interests you and why you think you’d be a great fit. If this sounds like the kind of career and culture you’ve been looking for, we’d love to hear from you.

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