Financial Planning Advisor Job Edmonton area,Alberta Canada,Sales

Position: Financial Life Planning 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. We are growing rapidly and are looking for a Financial Planner to handle Client Relationship & Growth.

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.

What Makes This Role Different

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

This allows our advisors to focus on what matters most:

relationship-building
strategic guidance

Core Responsibilities Client Relationship Management

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

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

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.

Growth & Business Development

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 process.

Client Coordination & Internal Collaboration

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.

What We’re Looking For Required Traits

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

Qualifications

CFP designation completed or actively in progress
Experience in financial services, sales, relationship management, or client advisory services
Public speaking or presentation experience is…