Wealth Advisor

RLB; Guelph; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a personable Wealth Advisor to join its new division. This role is pivotal in delivering trusted financial planning services to clients, ensuring their financial goals are met with expertise and care. As part of a leading regional accounting firm, you'll enjoy a collaborative environment where client relationships are valued. If you're technically skilled and passionate about finance, this opportunity offers the chance to make a meaningful impact in the lives of clients while working with a dedicated team.

Qualifications

• Experience in delivering financial planning services to clients.
• Strong interpersonal skills to build lasting client relationships.

Responsibilities

• Provide trusted financial planning services to clients.
• Collaborate with the accounting team to enhance client offerings.

Skills

Financial Planning

Client Relationship Management

Investment Knowledge

Education

Bachelor's Degree in Finance

Certified Financial Planner (CFP)

Job description

We’re growing—and we’re looking for a personable and technically skilled Wealth Advisor to join our new division, RLB Wealth, in partnership with TriCert. In this role, you’ll play a key part in delivering trusted financial planning services to our long-standing RLB accounting and tax clients.

About the company

We know the relationship between a business owner and their accountant is a critical one, and we would like to give you a sense of who we are and what we are all about. As one of the largest regional accounting firms in South-western Ontario, we take pride in our commitment to excellence and client service.