Wealth Management Specialist

2 days ago

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

We 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 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.
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.
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

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