Wealth Management Specialist

3 weeks ago

Guelph, Ontario, Canada RLB LLP Full time

Role Overview

We 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.

The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to develop meaningful relationships with 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.

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

RLB's mission is to become an advisory firm known for proactively empowering its people and clients while building stronger communities.

We do this by investing in our people, providing an opportunity for outside of the box thinking, partnered with flexibility and support.

We work flex 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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