Wealth Management Advisor
5 hours ago
We are seeking a highly skilled and experienced Wealth Advisor to join our team at RLB LLP. As a Wealth Advisor, you will play a vital role in providing high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.
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.
- Regularly assess client progress against the plan, engaging in discussions with clients and providing guidance on necessary adjustments or additional steps.
- 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 an opportunity for outside-the-box thinking, partnered with flexibility and support. We work flexible hours and bank overtime. We offer competitive pay, a great team environment, paid personal time, and Fridays off in the summer.
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Wealth Management Specialist
1 day ago
Guelph, Ontario, Canada RLB LLP Full timeJob Title: Wealth AdvisorJoin RLB LLP as a Wealth Advisor and take on a challenging role that requires expertise in financial planning, investment management, and client relationship management.About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial...
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Wealth Management Specialist
1 day ago
Guelph, Ontario, Canada RLB LLP Full timeJob Title: Wealth AdvisorJoin RLB LLP as a Wealth Advisor and take on a challenging role that requires expertise in financial planning, investment management, and client relationship management.About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial...
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Wealth Management Specialist
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Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to join our team at RLB LLP. As a key member of our Wealth Management division, you will be responsible for providing high-calibre, customized financial planning services to our clients.Key ResponsibilitiesDevelop comprehensive financial plans for clients, collaborating with the...
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Guelph, Ontario, Canada RLB LLP Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at RLB LLP. As a Wealth Advisor, 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...
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Guelph, Ontario, Canada RLB LLP Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at RLB LLP. As a Wealth Advisor, you will play a vital role in providing high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key Responsibilities:Develop comprehensive financial plans...
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Wealth Management Specialist
3 days ago
Guelph, Ontario, Canada RLB LLP Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at RLB LLP. As a Wealth Advisor, you will play a vital role in providing high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key Responsibilities:Develop comprehensive financial plans...
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Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe 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...
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Wealth Management Specialist
1 day ago
Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe 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...
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Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key ResponsibilitiesDevelop comprehensive financial plans for clients, collaborating with the financial planning...
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Wealth Management Specialist
1 day ago
Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key ResponsibilitiesDevelop comprehensive financial plans for clients, collaborating with the financial planning...
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Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key ResponsibilitiesDevelop comprehensive financial plans for clients, collaborating with the financial planning...
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Wealth Management Specialist
1 day ago
Guelph, Ontario, Canada RLB LLP Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key ResponsibilitiesDevelop comprehensive financial plans for clients, collaborating with the financial planning...