Wealth Advisor
at RLB LLP
Guelph, ON, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 30 Jan, 2025 | Not Specified | 31 Oct, 2024 | 5 year(s) or above | Commerce,Secondary Education,Cim,Economics,Planning Software,Communication Skills,Microsoft Office | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
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.
Responsibilities:
- 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
REQUIREMENT SUMMARY
Min:5.0Max:10.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Diploma
Commerce business or economics
Proficient
1
Guelph, ON, Canada