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Financial Planning Specialist

1 month ago

Guelph, Ontario, Canada RLB LLP Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at RLB LLP. As a key member of our Wealth Management division, you will play a vital role in providing high-calibre, customized financial planning services to our clients.

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.
  • 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.
Requirements
  • 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
About RLB LLP

RLB LLP is an advisory firm committed to empowering its people and clients while building stronger communities. We invest in our people, provide an opportunity for outside-the-box thinking, partnered with 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.