Pipeline & Prospect Client Relationship Advisor

Pipeline & Prospect Client Relationship 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 workplace is entrepreneurial, fast-paced, collaborative, and growth-oriented.

• Genuinely enjoys talking to people
• Thrives in fast-moving environments
• Is highly organized and proactive
• Follows up naturally and consistently
• Enjoys building rapport and maintaining momentum
• Takes ownership without being asked
• Enjoys helping people move forward confidently
• Wants to grow within a high-performance team

This is NOT a passive administrative role.

• Established marketing systems
• Warm lead generation and event ecosystems
• Strong advisor authority positioning
• Backend planning and operations support
• Structured onboarding systems and workflows

• Conduct warm outreach to prospective clients following seminars, dinners, events, campaigns, and referrals
• Build rapport and maintain consistent communication with prospects throughout the early stages of the client journey
• Schedule Intro Calls and maintain momentum leading up to meetings
• Conduct reminder calls, follow-ups, and touchpoints to reduce no-shows and improve engagement
• Reactivate inactive or dormant leads through thoughtful and professional outreach
• Maintain accurate CRM updates, notes, statuses, and pipeline movement
• Ensure all prospects are properly tagged, tracked, and followed up with according to company systems and standards
• Support the CFP team by ensuring prospects arrive warm, informed, and engaged

• Deliver a high-touch experience aligned with the Rich, Fulfilling Life philosophy
• Maintain timely and professional communication with prospects and clients
• Assist with onboarding coordination and document collection
• Follow up on unpaid invoices, missing documents, and incomplete onboarding items
• Help maintain milestone touchpoints and relationship continuity
• Ensure prospects and clients feel supported, remembered, and cared for throughout the process

• Attend seminars, networking events, dinners, and client experiences
• Build genuine relationships with attendees and prospective clients
• Support event follow-up and relationship nurturing after each event
• Assist with referral follow-up and relationship expansion opportunities
• Work collaboratively with advisors, operations, and marketing teams to maintain healthy pipeline flow

• Maintain organized and compliant CRM records and communication logs
• Ensure proper handoffs between pipeline, advisory, planning, and operations teams
• Follow company systems, workflows, and operational procedures consistently
• Complete scorecards, tasks, notes, and follow-ups accurately and on time
• Communicate pipeline updates and prospect statuses to leadership weekly

• Strong communication and interpersonal skills
• Naturally proactive and responsive
• Highly organized with strong follow-through
• Comfortable with persistent and professional follow-up
• Emotionally intelligent and relationship-oriented
• Positive attitude with strong work ethic
• Coachable, adaptable, and growth-minded
• Comfortable working in a fast-paced entrepreneurial environment
• Strong sense of ownership and urgency

• Degree or Certification in Business, Finance, Economics, Marketing, or a related field
• Minimum 3 years of experience in sales, client experience, relationship management, hospitality, recruiting, or financial services
• Experience handling CRM systems and pipeline management
• Public-facing or customer-facing experience is considered an asset
• Experience working with affluent professionals is considered an asset

• This role includes occasional evening and weekend client events, seminars, dinners, and networking engagements.
• This role includes evening and weekend prospect meetings.
• This is a growth-oriented role with performance expectations and accountability.
• Success in this role requires urgency, responsiveness, strong communication, and consistent follow-through.
• This role is best suited for someone who enjoys people, momentum, and relationship-building - not someone seeking a purely administrative or behind-the-scenes role.

• Competitive base salary commensurate with experience
• Performance-based bonus opportunities
• Long-term growth potential within the organization
• Health and Wellness spending account
• Paid time-off
• Additional day off for each statutory holiday as part of RFL culture
• Ongoing mentorship and development
• The opportunity to help shape a rapidly growing modern advisory firm
• The right candidate will have the opportunity to grow into…