Current jobs related to Wealth Advisor - Guelph - RLB LLP

  • Wealth Advisor

    2 days ago

    Guelph, Canada RLB LLP Full time

    We’re growing—and we’re looking for a personable and technically skilled Wealth Advisor to join our new division, RLB Wealth, in partnership with TriCert. In this role, you’ll play a key part in delivering trusted financial planning services to our long-standing RLB accounting and tax clients. You’ll work directly with clients to develop tailored,...

  • Wealth Advisor

    2 weeks ago

    Guelph, Canada RLB LLP Full time

    Have you heard? #RLBisAwesome! People Count. That is our motto at RLB. So, what does this mean for you? - We invest time and effort into our team members for the hands-on learning experience required to become a successful professional. - We offer a fun and rewarding work environment dedicated to ensuring that our team members get the knowledge, support, and...

  • Wealth Advisor

    5 days ago

    Guelph, Canada RLB LLP Full time

    As a Wealth Advisor, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert’s financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client’s accounting and tax advisors at RLB and with the investment...

  • Assistant (12 Month Contract)

    3 days ago

    Guelph, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Independent Financial Planner | Hybrid Wealth Advisor

    3 weeks ago

    Guelph, Canada Gambit Wealth Full time

    A financial services firm in Guelph, Ontario is seeking an Independent Financial Planner to join their team. This full-time hybrid role involves developing tailored financial plans, advising clients on investments and retirement strategies, and ensuring compliance with regulations. The ideal candidate will have a Certified Financial Planner designation,...

  • Investment Advisor

    3 weeks ago

    Guelph, Canada Royal Bank of Canada> Full time

    As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! What you do best:...

  • Strategic Wealth Advisor — Personal

    3 weeks ago

    Guelph, Canada RBC Full time

    A leading financial institution in Guelph is seeking a Financial Advisor. In this role, you'll develop and manage relationships with personal and small business clients, providing tailored financial advice and solutions. Candidates should have a strong sales background, proven ability to build trust, and digital literacy. The position offers competitive...

  • Wealth Advisor

    3 weeks ago

    Guelph, Canada Royal Bank of Canada> Full time

    A leading financial institution is seeking an Investment Advisor in Guelph, Ontario, to support clients in achieving their financial goals through personalized advice and strong planning. Candidates should have 4-6 years of outbound sales experience and a passion for financial planning. This role offers a commission-based compensation, extensive RBC...

  • Wealth Advisor: Build Your Own Practice with Mentorship

    3 weeks ago

    Guelph, Canada RBC Dominion Securities Full time

    A leading financial services firm in Guelph is seeking an Investment Advisor to build and manage relationships with high‑net‑worth clients. This role involves providing tailored financial advice and creating investment plans to help clients reach their goals. The ideal candidate has 4–6 years of outbound sales experience, a passion for financial...

  • Associate

    6 days ago

    Guelph, Canada RBC Dominion Securities Full time

    OverviewWhat is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals...

Wealth Advisor

3 weeks ago

Guelph, Canada RLB LLP Full time

As a Wealth Advisor, you will lead the RLB Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert’s financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client’s accounting and tax advisors at RLB and with the investment management team at TriCert or with external investment advisors.

The role is ideal for a personable individual who can easily communicate and develop meaningful relationships with our clients, who values always pursuing the client’s best interest, and who is able to provide financial planning advice that is independent.

**Supporting Our Clients and Team**
- Financial Planning_
- 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.
- Communication_
- 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.
- Professional Development_
- 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.

**Role Requirements**
- CFP designation required (or willingness to complete)
- CIM, CFA, or CPA with demonstrated experience considered an asset
- 5-7 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