Wealth Advisor
Wealth Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Were growingand were looking for a personable and technically skilled Wealth Advisor to join our new divisionRLB Wealth in partnership withTriCert. In this role youll play a key part in delivering trusted financial planning services to our longstanding RLB accounting and tax clients. Youll work directly with clients to develop tailored comprehensive financial plans and collaborate with both internal and external advisors to ensure seamless implementationalways keeping the clients needs at the heart of every plan.
Why This Role is Unique
- Mentorship Learning: Youll have handson mentorship and resources to support your continued growth in the field of wealth services.
- CrossDisciplinary Teamwork: Youll collaborate with accountants tax advisors TriCerts financial planners and other internal or external stakeholders as needed.
- Build Something Meaningful: Youll be part of a new service line that adds real value to peoples lives.
What Youll 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 clients 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 thats 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)
- 35 years of experience in financial planning client service or advisory roles
- Experience working in a multiadvisor or teambased 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
#RLBLLPHP
#LIHybrid
#LIRLBLLP
Required Experience:
Unclear Seniority
Employment Type
Full-Time
