Wealth Advisor

2 weeks ago

Guelph, Ontario, Canada RLB LLP Full time
Salary:

As a Wealth Advisor, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client's accounting and tax advisors at RLB and with the investment management team at TriCert or with external investment advisors.

The role is ideal for a personable individual who can easily communicate and develop meaningful relationships with our clients, who values always pursuing the client's best interest, and who is able to provide financial planning advice that is independent.

Supporting Our Clients and Team

Financial Planning

  • Develop comprehensive financial plans for clients, collaborating with the financial planning team at TriCert or external investment advisors.
  • Conduct thorough reviews of clients' financial plans alongside their RLB advisors.
  • Deliver financial plan presentations to clients and spearhead plan implementation with RLB advisors, the investment management team at TriCert, and other external advisors.
  • Regularly assess client progress against the plan, engaging in discussions with clients and providing guidance on necessary adjustments or additional steps.

Client Relations Management

  • Maintain the client relationship management (CRM) system to ensure seamless communication and documentation.
  • Foster consistent communication with clients, reviewing their progress against financial plans and identifying incomplete aspects.
  • Address client inquiries and concerns promptly and effectively.
  • Organize and host educational and appreciation events for clients.

Strategy and Business Development

  • Execute and oversee the strategic plan, maintaining Executive Committee support and approval.
  • Partner with Executive team in setting long-term objectives and devise key strategies to accomplish them.
  • Develop and manage the annual operating plan, detailing actionable steps aligned with the strategic goals.
  • Collaborate regularly with RLB accounting & tax professionals to enhance the Wealth Management offering.

Leadership

  • Direct and supervise business operations, including oversight of support staff.
  • Cultivate a work environment that aligns with the organization's values.
  • Work closely with the Executive Committee to ensure consensus on strategy, performance objectives, and action plans.

Communication

  • Maintain regular and effective communication channels with clients, TriCert staff or external investment advisors, RLB professionals, and the Executive Committee.
  • Uphold strict confidentiality standards and ensure the protection of personal client information in compliance with privacy regulations.

Professional Development

  • Remain current with the latest financial planning concepts and practices.
  • Adhere rigorously to the practice and ethical standards set forth by Certified Financial Planners, the CPA profession, and the core values of RLB.
  • Respect and comply with securities regulations, refraining from engaging in activities that require licensing by a securities regulator.
  • Actively participate in ongoing improvement endeavors aimed at enhancing the business, supporting staff development, and ultimately benefiting our clients.

Role Requirements

  • CFP designation required (or willingness to complete)
  • CIM, CFA, or CPA with demonstrated experience considered an asset
  • 5-7 years' experience in the financial services industry
  • Life Insurance Agent license (or willingness to complete) considered an asset
  • Experience working as an Associate Advising Representative is a major asset
  • Post-secondary education, preferably in commerce, business, or economics
  • Computer software knowledge – Microsoft Office, financial planning software, and client relationship management (CRM) system
  • Excellent verbal and written communication skills and a client-centric professional attitude required

  • Associate, Wealth Planning

    2 days ago

    Guelph, Canada Richardson Wealth Full time

    **Employment Status**: - Permanent Full-Time**Location**: - Guelph, ON**Department**: - Retail**Reporting To**: - Portfolio Manager, Investment Advisor**Job Id**: - GUE - 006**Job Level**: - L4**Seniority Level**: - Associate**Position Overview**: The Wealth Planning Associate will work collaboratively with their team and utilize the Tax and Estate...

  • Wealth Advisor

    2 weeks ago

    Guelph, Canada RLB LLP Full time

    Salary: As a Wealth Advisor, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client's accounting and tax advisors at RLB and with the investment...

  • Advisor, Wealth Solutions

    4 weeks ago

    Guelph, Canada Skyline Group of Companies Full time

    Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills?Do you have an entrepreneurial mindset? If so, we're growing and seekingpassionate, energetic and determined people to joinour Wealth Management team! Skyline's Head Office is located in Guelph, ON.Job descriptionThe...

  • Advisor, Wealth Solutions

    4 weeks ago

    Guelph, Canada Skyline Group of Companies Full time

    Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills?Do you have an entrepreneurial mindset? If so, we're growing and seekingpassionate, energetic and determined people to joinour Wealth Management team! Skyline's Head Office is located in Guelph, ON.Job descriptionThe...

  • Advisor, Wealth Solutions

    4 weeks ago

    Guelph, Canada Skyline Group of Companies Full time

    Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills?Do you have an entrepreneurial mindset? If so, we're growing and seekingpassionate, energetic and determined people to joinour Wealth Management team! Skyline's Head Office is located in Guelph, ON.Job descriptionThe...

  • Advisor, Wealth Solutions

    4 weeks ago

    Guelph, ON, Canada Skyline Group of Companies Full time

    Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills?Do you have an entrepreneurial mindset? If so, we're growing and seekingpassionate, energetic and determined people to joinour Wealth Management team! Skyline's Head Office is located in Guelph, ON . Job...

  • Sales Assistant, Wealth Solutions

    3 days ago

    Guelph, Canada The Skyline Group of Companies Full time

    Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm that offers clients a best-in-class investor experience, and a comprehensive approach to unique alternative investment products and financial planning services. This full-time position will be located at our Head Office in **Guelph,...

  • Investment advisor

    3 weeks ago

    Guelph, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment advisor

    4 weeks ago

    Guelph, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment advisor

    3 weeks ago

    Guelph, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment advisor

    3 weeks ago

    Guelph, ON, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment Advisor

    3 weeks ago

    Guelph, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Investment Advisor

    4 weeks ago

    GUELPH, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Senior Small Business Advisor

    2 weeks ago

    Guelph, Canada Meridian Full time

    Description "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here:   Our Business Banking Practice: Our vision is to be recognized as the...

  • Sr. Financial Advisor

    4 weeks ago

    Guelph, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Sr. Financial Advisor

    4 weeks ago

    Guelph, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Sr. Financial Advisor

    4 weeks ago

    Guelph, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Real Estate Management Advisor

    4 weeks ago

    Guelph, ON, Canada Skyline Group of Companies Full time

    Skyline's Head Office is located in Guelph, ON . The Advisor, Wealth Solutions will utilize their strongrelationship management skills and experienceto create referral sources for new investorsas well asmanage existinginvestors, while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our...

  • Trading Associate

    5 days ago

    Guelph, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Sr. Financial Advisor

    4 weeks ago

    Guelph, ON, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...