ZLC Financial Ltd. is a long serving and highly well-respected financial advisory firm with a solid track record of success. Passionate about service, integrity, results, and flexibility, ZLC’s clients look to the firm for a wide array of expertise, including around Investment & Retirement Solutions, Employee Benefits, Estate Planning & Living Benefits, Business Family Succession and Structured Settlements.
With an eye to the future, a President is being sought to take the firm to its next level of excellence. The ideal candidate will bring experience as a senior resource within the financial services sector and, in consultation with key players, has formulated organizational strategy and led an operation in meeting the goals implicit in that strategy. This experience could have been gained from within a boutique advisory environment, an investment management or insurance firm, a credit union or bank, or a complex and related environment. Regardless of where this experience has been gained, the President will come with an outstanding personal reputation, be an inclusive communicator and be a driven, entrepreneurial individual who brings the financial expertise, savvy, professionalism, and knowledge of the market to the role.
Overseeing a team of about 70, and with assets under management of over $700M this is a tremendous opportunity for a highly motivated and polished leader to run and influence a business without the bureaucracy of a big firm.
To explore this opportunity, please contact Spencer Covey, Kathryn Young or Derrick Chow in our Vancouver office at 604-685-0261, or submit your resume and related information to email@example.com with “President – ZLC” in the subject line of your e-mail.