Location
guelph, on, Canada
Posted
June 18, 2026
Job Description
Elevate your career with RFL Wealth Management as a Client Relationship & Growth Advisor. Focus on building meaningful client relationships and providing exceptional financial planning support.
This role thrives in a growth-oriented environment, seeking candidates passionate about working with people. You will actively communicate with clients, lead discussions with confidence, and guide them through essential onboarding experiences. The ideal candidate should excel in strategic guidance, client conversion, and long-term relationship development.
Key Responsibilities:
• Develop long-term relationships through proactive communication
• Conduct Intro Calls with prospective clients
• Host Quantify Your Rich Fulfilling Life meetings
• Present Initial and Final Financial Life Plans
• Maintain ongoing client communication and quarterly check-ins
Requirements:
• CFP designation completed or in progress
• Experience in financial services or client advisory
• St...
This role thrives in a growth-oriented environment, seeking candidates passionate about working with people. You will actively communicate with clients, lead discussions with confidence, and guide them through essential onboarding experiences. The ideal candidate should excel in strategic guidance, client conversion, and long-term relationship development.
Key Responsibilities:
• Develop long-term relationships through proactive communication
• Conduct Intro Calls with prospective clients
• Host Quantify Your Rich Fulfilling Life meetings
• Present Initial and Final Financial Life Plans
• Maintain ongoing client communication and quarterly check-ins
Requirements:
• CFP designation completed or in progress
• Experience in financial services or client advisory
• St...