What You'll Be Doing:- Client-Centered Financial Planning
- Deliver personalized, independent, advice-first financial plans in collaboration with our connections at TriCert.
- Present plans, coordinate implementation, and monitor progress for individual and family clients.
- Manage complex client relationships, ensuring every engagement reflects RLB's standard of care and professionalism.
- Practice Building & Strategic Growth
- Develop and execute a strategic plan to grow RLB Wealth from the ground up.
- Identify opportunities within our existing client base and pursue thoughtful external growth.
- Represent RLB Wealth at firm, community, and professional events to build awareness and credibility.
Leadership & Collaboration- Serve as the internal champion for RLB Wealth, inspiring engagement across the firm.
- Partner closely with accounting and tax professionals to deliver integrated client solutions.
- Mentor current and future Wealth Advisors as the team expands, helping to set the tone for culture, quality, and client service excellence.
Operational Excellence- Help establish processes, workflows, and service standards for a scalable, compliant practice.
- Work with TriCert to manage planning systems, CRM usage, and documentation requirements.
What You Bring:- CFP designation (or strong commitment to obtain)
- Additional credentials such as CIM, CPA, or CFA are strong assets
- 7-10+ years in financial planning, wealth management, or advisory leadership
- Experience leading client relationships and/or advisory teams
- Understanding of financial planning, investment, and tax integration
- Excellent communication and relationship-building skills
- Entrepreneurial spirit (a builder's mindset with a collaborative approach)
Details:- Location: Choose what works for you. In-office, or hybrid
- Offices: We have 5 offices in Guelph, Fergus, Kitchener, Orangeville, and Shelburne.
- Compensation: Competitive salary, paid overtime, benefits, and perks
- Pay Range: $125,000 - $155,000
- Hours: Full-time; additional hours may be required during peak periods
Compensation within the advertised range is based on factors such as experience, qualifications, and professional designations. RLB LLP recognizes that candidates may not fit precisely within a predefined range; therefore, final compensation will reflect the full breadth of skills, experience, and expertise the individual brings to the role.
Apply TodayWe're accepting applications until the right candidate is found. If you're ready to take the next step in your leadership journey, we'd love to meet you.
