Financial Planning Advisor

Client Relationship & Growth Advisor

At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-term strategic thinking.

We are not a traditional wealth firm. We are building a modern, fast-growing advisory company focused on exceptional client experience, meaningful relationships, and long-term impact. Our environment is entrepreneurial, fast-paced, collaborative, and growth-oriented.

This role is ideal for someone who:

• genuinely enjoys working with people
• thrives in relationship-based environments
• communicates confidently and persuasively
• takes ownership naturally
• follows through consistently
• enjoys helping clients take action
• wants to grow within a high-performance team

This is NOT a passive servicing or back-office planning role. Our advisors are expected to lead relationships, build trust, guide clients confidently through decisions, and contribute directly to the continued growth of the firm.

Unlike many firms, our advisors are heavily supported by:

• Back-end planning teams
• Operations and administrative support
• Warm lead generation and event ecosystems
• Established authority positioning and marketing
• Structured onboarding systems and processes

• relationship-building
• client communication
• strategic guidance
• conversion
• trust-building
• long-term client growth

Build strong, long-term relationships with clients through proactive communication and exceptional service.

Lead client conversations with confidence, professionalism, and emotional intelligence.

Conduct Intro Calls with prospective clients and guide them through the RFL onboarding experience.

Conduct Quantify Your Rich Fulfilling Life (QYRFL) meetings.

Conduct Your Rich Fulfilling Life Starts Here (YRFLSH) meetings.

Present Initial Financial Life Plans (IFLPs) and Final Financial Life Plans (FFLPs).

Help clients clearly understand and confidently move forward with recommended strategies.

Maintain consistent communication with clients throughout their journey.

Conduct quarterly client check-ins and annual review meetings.

Deliver a high-touch client experience aligned with the Rich, Fulfilling Life™ philosophy.

• Actively follow up with prospects, inactive leads, and existing clients.
• Build rapport and maintain momentum throughout the client journey.
• Participate in client dinners, networking opportunities, seminars, and events.
• Contribute to referral growth through strong relationship management.
• Work collaboratively with the pipeline and marketing teams to maintain a healthy flow of opportunities.
• Maintain urgency, responsiveness, and ownership throughout the sales and onboarding process.

• Communicate effectively with internal planning, insurance, investment, and operations teams.
• Ensure smooth handoffs and execution of agreed-upon client strategies.
• Obtain required client documentation in a timely and professional manner.
• Maintain accurate CRM records, meeting notes, and client updates.
• Follow established systems, processes, and operational procedures consistently.
• Ensure tasks, follow-ups, and scorecards are completed accurately and on time.

• Strong communication and interpersonal skills
• High level of personal ownership and accountability
• Organized and responsive under pressure
• Comfortable following up persistently and professionally
• Emotionally intelligent and relationship-oriented
• Coachable, adaptable, and growth-minded
• Positive attitude with strong work ethic
• Comfortable working in a fast-paced entrepreneurial environment

• CFP designation completed or actively in progress
• Experience in financial services, sales, relationship management, or client advisory services
• Public speaking or presentation experience is considered an asset
• Experience working with affluent professionals is an asset

This role includes occasional evening and weekend client engagements and networking events.

This is a growth-oriented role…