growth marketing specialist

GROWTH MARKETING SPECIALIST

Full-Time Employee/ Remote / Toronto

Overview

RFL Wealth is seeking a highly analytical, execution-focused Growth Marketing Specialist to own funnel performance, lifecycle logic, and cross-functional operational flow across the Revenue Engine.

This is a full-time employee role that sits at the center of RFL's acquisition, conversion, and planning ecosystem. You will own the growth performance roadmap, lifecycle automation logic, and reporting infrastructure while acting as the operational link between marketing, planners, events, sales, and systems.

You will work in close partnership with the Head of Growth and the Front-End Developer & Web Manager. This is the ideal role for a marketer who thrives on owning the full performance loop.

Key Responsibilities

1. Growth Strategy & Funnel Ownership

2. Own the end-to-end growth funnel strategy from lead → intro call → planning → client

3. Define channel strategy and performance targets across paid, events, webinars, referrals, and content
4. Own and monitor CAC, CPL, conversion rates, and funnel efficiency benchmarks
5. Identify funnel leaks, capacity risks, and scalability constraints

6. Continuously evolve and prioritize the Revenue Engine performance roadmap

7. Paid Acquisition Execution

8. Own paid media strategy implementation and channel prioritization across Google, Meta, and LinkedIn

9. Define budget allocation, targeting strategy, creative testing frameworks, and scaling logic
10. Launch and manage campaigns directly where appropriate
11. Brief the Front-End Developer on landing page requirements and test structures
12. Own performance analysis, spend efficiency, and scaling decisions

13. Prepare weekly paid performance reports with insights and actions

14. CRM, Lifecycle & Automation

15. Own the strategy and architecture of all Zoho CRM workflows

16. Design automated flows
17. Own lead scoring, segmentation, routing, and planner assignment logic
18. Monitor planner capacity and load balancing within CRM

19. Maintain pipeline health, data integrity, and operational accuracy

20. Funnel Optimization

21. Own show-up rate improvement strategy and ongoing monitoring

22. Diagnose and resolve no-show patterns and drop-off points
23. Design workflows that maximize planner efficiency and call utilization
24. Coordinate with planners on capacity forecasting and demand pacing

25. Ensure intro-call and planning conversion rates remain predictable and scalable

26. Operational Alignment Across Marketing, Events & Revenue

27. Act as the connective tissue between Growth, Events, Planners, Sales, and Systems

28. Coordinate CRM setup for events, webinars, and field activations
29. Ensure all campaigns and events are fully trackable from end-to-end

30. Align Growth priorities with real-time operational constraints

31. Reporting, Dashboards & Revenue Intelligence

32. Own Growth reporting inside Zoho and external dashboards

33. Deliver weekly, monthly, and quarterly performance insights
34. Translate performance data into clear executive recommendations
35. Support leadership with forecasting and pipeline predictability

Required Experience & Skills : 5+ years of experience with-

• Google Ads (Search, PMax, Retargeting)
• Meta Ads, LinkedIn Ads
• Budget planning, creative testing frameworks, scaling logic
• Hands-on ownership of Zoho CRM
• Automated email + SMS workflows
• Lead segmentation, scoring & routing
• Funnel logic & lifecycle operations
• GA4, UTM parameters, attribution modeling
• Tag Manager coordination with Front-End Developer
• Funnel reporting & revenue dashboards

Operating Skills

• Strong written communication skills: able to produce clear documentation, email copy, long form blog posts, performance reports, system specs, and executive summaries
• Experience writing SOPs, workflow documentation, and process playbooks
• Structured, systems-oriented thinker with strong planning and prioritization skills
• High attention to detail and data integrity
• Methodical and execution-focused
• Analytical and pattern-driven approach to diagnosing performance issues
• Proactive and ownership-driven
• Calm and reliable under pressure
• Comfortable operating in cross-functional, operationally complex environments

Nice-to-Have

• WordPress & landing page builder experience
• Webinar platform experience
• Light creative or asset editing
• Financial services or regulated industry experience

Compensation & Structure

· Salary: $70,000 – $85,000 CAD, annually, commensurate with experience

· Employment status: Full-time employee

· Work Location: Fully remote

· Hours of work:

§ Standard workweek of 40 hours, Monday to Friday

§ Core business hours aligned with Eastern time.

§ Overtime, where applicable, will be compensated in accordance with the Ontario Employment Standards Act (ESA).

· This is a newly created high ownership, high visibility role to support company growth.

Why Join RFL Wealth?

This role is the architect and operator of RFL's Revenue Engine. You are not a channel manager—you are the person responsible for making the entire growth system work efficiently, predictably, and at scale. Your work directly connects marketing investment to planner utilization and client revenue in one of Canada's fastest-growing advisory firms serving internationally trained physicians.

What We Offer

• Competitive base salary, commensurate with experience.
• Health and Wellness spending account.
• 4 weeks Paid time-off.
• Additional day off for each statutory holiday as part of RFL culture.
• Clear career progression.
• Exposure to the financial advisory and investment industry.
• Supportive, compliance-driven fully remote work environment.

AODA Statement

Accommodations are available on request for candidates participating in the selection process. If you require specific accommodation, please let us know. RFL Wealth uses automated tools, including artificial intelligence, to support parts of the recruitment process.

RFL Wealth Management is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status or any other class or status in accordance with applicable federal, provincial and local laws.

Job Types: Full-time, Permanent

Pay: $70,000.00-$85,000.00 per year

Benefits:

• Company events
• Paid time off
• Wellness program
• Work from home

Experience:

• growth and performance marketing: 5 years (required)

Work Location: Remote