Wealth Advisor

2 months ago

Guelph, Canada RLB LLP Full time

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 months 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 Planning...

  • Wealth Advisor

    1 month ago

    Guelph, Canada RLB LLP Full time

    As a Wealth Advisor, you will lead the RLB Wealth service division and 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...

  • Wealth Advisor

    1 week 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...

  • Wealth Advisor

    2 months 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...

  • Sales Assistant, Wealth Management

    1 month 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,...

  • Sales Assistant, Wealth Solutions

    7 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,...

  • Small Business Advisor Trainee

    2 weeks ago

    Guelph, Canada Scotiabank Full time

    Requisition ID: 170710 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout...

  • Investment advisor

    7 days ago

    Guelph, Canada RBC 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment advisor

    7 days ago

    Guelph, Canada RBC 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 youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Small Business Advisor Trainee

    3 weeks ago

    Guelph, Canada Scotiabank Full time

    Requisition ID: 170710 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout...

  • Financial Advisor

    1 week ago

    Guelph, Canada Scotiabank Full time

    Requisition ID: 183214 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Associate

    1 month ago

    Guelph, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities...

  • Associate

    7 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...

  • Associate

    4 days ago

    Guelph, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced Associates, Advisors, and Financial Planners in the country, then you should definitely read on! The Elinesky Schuett Private Wealth team of RBC Dominion...

  • Investment Advisor

    2 months 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...

  • Investment Advisor

    2 months 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

    2 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

    1 week 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...

  • Investment Advisor

    1 week 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...

  • Senior Small Business Advisor

    1 week 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...