Wealth Advisor

2 days 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 expertise they need to thrive.

If this sounds good to you, read on

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+ 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

Check out our employment perks and what it's like to be part of our team at />
Timeline: We will continue to accept applications until we find the right candidate.

RLB LLP is an Equal Opportunity Employer that is 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.

#RLBLLP

  • Wealth Advisor

    3 months 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...

  • 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

    4 months 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...

  • Wealth Advisor

    6 days 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

    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

    2 days 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

    1 hour ago

    Guelph, Ontario, Canada RLB LLP Full time

    About the RoleWe 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 ResponsibilitiesDevelop comprehensive financial plans for clients,...

  • Wealth Management Advisor

    5 hours ago

    Guelph, Ontario, Canada RLB LLP Full time

    About the RoleWe 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 ResponsibilitiesDevelop comprehensive financial plans for clients,...

  • Wealth Advisor

    11 hours ago

    Guelph, ON, 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

    2 days ago

    Guelph, ON, 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

    11 hours ago

    Guelph, ON, 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 Specialist

    1 day ago

    Guelph, Ontario, Canada RLB LLP Full time

    Job Title: Wealth AdvisorJoin RLB LLP as a Wealth Advisor and take on a challenging role that requires expertise in financial planning, investment management, and client relationship management.About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial...

  • Wealth Management Specialist

    1 day ago

    Guelph, Ontario, Canada RLB LLP Full time

    Job Title: Wealth AdvisorJoin RLB LLP as a Wealth Advisor and take on a challenging role that requires expertise in financial planning, investment management, and client relationship management.About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial...

  • Investment Advisor

    3 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...

  • Investment Advisor

    3 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...

  • Investment Advisor

    3 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...

  • Investment Advisor

    3 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...

  • Wealth Management Specialist

    6 days ago

    Guelph, Ontario, Canada RLB LLP Full time

    Job Title: Wealth AdvisorWe 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.Key Responsibilities:Develop comprehensive financial plans for clients, collaborating with the financial planning...

  • Wealth Management Specialist

    6 days ago

    Guelph, Ontario, Canada RLB LLP Full time

    Job Title: Wealth AdvisorWe 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.Key Responsibilities:Develop comprehensive financial plans for clients, collaborating with the financial planning...

  • Wealth Management Specialist

    3 days ago

    Guelph, Ontario, Canada RLB LLP Full time

    Job Title: Wealth AdvisorWe 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...