Wealth Management Specialist
1 day ago
We are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide exceptional financial planning services to our clients. As a key member of our team, you will play a vital role in ensuring each client follows a well-defined financial plan, working closely with our accounting and tax advisors and the investment management team at TriCert or external investment advisors.
Key Responsibilities- 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.
- 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.
- 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.
- CFP designation required (or willingness to complete)
- CIM, CFA, or CPA with demonstrated experience considered an asset
- 5+ 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
RLB LLP is an advisory firm committed to empowering its people and clients while building stronger communities. We invest in our people, provide opportunities for outside-the-box thinking, and offer flexibility and support. We work flexible hours, bank overtime, and offer competitive pay, a great team environment, paid personal time, and Fridays off in the summer
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