Client Relationship Advisor at RFL Wealth

Location: Val-d'Or

Elevate client experiences as a Client Relationship Advisor at RFL Wealth Management. This role emphasizes relationship-building and strategic financial guidance in a supportive environment.

RFL Wealth Management is seeking a Client Relationship Advisor to enhance client relationships through proactive communication and strategic financial planning. This role is critical for guiding clients confidently through their financial journeys, leveraging back-end support for effective onboarding and planning. Ideal candidates are communicative, emotionally intelligent, and eager to thrive in a growth-oriented, fast-paced advisory company.

Key Responsibilities:

• Build long-term client relationships through consistent communication

• Lead onboarding and initial financial planning meetings

• Conduct quarterly check-ins and annual reviews

• Actively pursue new leads and client engagement opportunities

• Collaborate with internal teams for seamless client service

Requirements:

• CFP designation completed or in progress

• Experience in financial services or client advisory roles

• Strong communication and interpersonal skills

• Organized and responsive under pressure

• Experience with affluent professionals is preferred

Bring emotional intelligence, strong follow-through, and relationship-focused service to RFL Wealth Management as it shapes the future of financial planning.
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