Wealth Management Specialist
3 days 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.
- 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.
- Collaborate regularly with RLB accounting & tax professionals to enhance the Wealth Management offering.
- 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.
- 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.
- 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.
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 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.
We are an Equal Opportunity Employer committed to inclusive, barrier-free recruitment and selection processes. If contacted for an employment opportunity, please advise Human Resources if you require accommodation for testing, interview, or employment purposes.
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