Wealth Advisor

16 hours 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, comprehensive financial plans and collaborate with both internal and external advisors to ensure seamless implementation—always keeping the client’s needs at the heart of every plan.

**Why This Role is Unique**
- Mentorship + Learning: You’ll have hands-on mentorship and resources to support your continued growth in the field of wealth services.
- Cross-Disciplinary Teamwork: You’ll collaborate with accountants, tax advisors, TriCert’s financial planners and other internal or external stakeholders as needed.
- Build Something Meaningful: You’ll be part of a new service line that adds real value to people’s lives.

**What You’ll Be Doing**

Client Financial Planning
- Support the creation and delivery of custom financial plans for clients, in partnership with TriCert or external investment professionals.
- Participate in client meetings to present plans and guide implementation.
- Track progress on plans and help ensure clients stay on track with their goals.
- Provide objective, independent advice with the client’s best interest at heart.

Internal Collaboration & Integration
- Work closely with our internal accounting and tax teams to identify client opportunities and ensure cohesive service delivery.
- Help raise awareness of Wealth services within the firm and participate in internal learning and collaboration.

Client Experience & Relationship Building
- Maintain clear, consistent communication with clients and document activity in our CRM system.
- Follow up with clients proactively to address needs, gaps, or questions in their plan.
- Assist in hosting educational events or appreciation initiatives.

**Who You Are**
- A current/developing Wealth Advisor or Financial Planner who really enjoys creating financial plans.
- Detailed orientated and technically sound and able to confidently explain financial concepts to clients in a way that’s warm, clear, and easy to understand.
- A team player who loves collaborating with others and building strong relationships.
- Passionate about helping clients make smart decisions and gain peace of mind.

**Qualifications**
- CFP designation (or close to completion)
- 3-5 years of experience in financial planning, client service, or advisory roles
- Experience working in a multi-advisor or team-based environment is preferred
- Experience with financial planning software and CRM systems (Conquest)
- Strong communication and organizational skills
- Life Insurance License or willingness to obtain (asset)
- CIM, CPA, or CFA designations are an asset but not required

LI-Hybrid

LI-RLBLLP

IND-HIPRO-RLB

  • Wealth Advisor

    1 week 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 Management Advisor

    2 hours ago

    Guelph, Canada RLB LLP Full time

    Join to apply for the Wealth Management Advisor role at RLB LLP. 2 days ago – be among the first 25 applicants. Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long‑standing accounting and tax expertise. We’re seeking a visionary...

  • Wealth Advisor

    4 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...

  • Ground-Floor Wealth Advisor: Lead Holistic Planning Practice

    2 hours ago

    Guelph, Canada RLB LLP Full time

    A mid-size accounting firm in Ontario is seeking a Wealth Management Advisor to help build a new financial planning and advisory practice. The ideal candidate will develop client-centered financial plans, execute strategic growth plans, and mentor future advisors. With 7–10+ years in wealth management, a CFP designation is preferred. This full-time role...

  • Wealth Management Advisor

    30 minutes ago

    Guelph, Ontario, NC A, Canada RLB LLP Full time

    Be a builder of something new. RLB LLP has launched RLB Wealth It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise.We're seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and motivated by...

  • Assistant (12 Month Contract)

    2 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...

  • Wealth Management Associate — Client Services

    2 hours ago

    Guelph, Canada RBC Full time

    A leading investment and wealth management firm in Guelph is seeking an Associate to manage client accounts, providing exceptional service and support to the Advisor team. Candidates should have 4+ years in the investment industry and strong communication skills. This full-time position offers a competitive salary, comprehensive benefits, and a supportive...

  • Independent Financial Planner | Hybrid Wealth Advisor

    2 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

    2 hours ago

    Guelph, Canada RBC Dominion Securities Full time

    Investment Advisor Join to apply for the Investment Advisor role at RBC Dominion Securities. Job Description 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...

  • 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:...