Wealth Advisor

at  RLB LLP

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.

• 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