Wealth Management Advisor

RLB LLP•Guelph, ON

10d•Hybrid

About The Position

RLB LLP has launched RLB Wealth, an integrated financial planning and wealth advisory business unit designed to complement their existing accounting and tax expertise. They are seeking a visionary advisor-leader to help build this practice from the ground up. This role requires someone who is technically strong, relationship-driven, and motivated by the opportunity to shape a new offering within a people-focused, independent firm. The position offers ground-floor leadership, strategic impact, an integrated advisory approach, and long-term growth potential into a Practice Leadership role.

Requirements

CFP designation (or strong commitment to obtain)
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)

Nice To Haves

Additional credentials such as CIM, CPA, or CFA are strong assets

Responsibilities

Deliver personalized, independent, advice-first financial plans in collaboration with 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.
Develop and execute a strategic plan to grow RLB Wealth from the ground up.
Identify opportunities within the existing client base and pursue thoughtful external growth.
Represent RLB Wealth at firm, community, and professional events to build awareness and credibility.
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.
Help establish processes, workflows, and service standards for a scalable, compliant practice.
Work with TriCert to manage planning systems, CRM usage, and documentation requirements.