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Wealth Management Advisor

RLB LLP · Guelph, Canada, Guelph, ON, Canada · On Site · Active · $125,000–$155,000 / year · Rippling ATS

Job facts

FieldValue
CompanyRLB LLP
TitleWealth Management Advisor
Normalized title-
Department / teamSpecialty - Wealth
LocationGuelph, ON, Canada
Work modelOn Site
Employment typeFull Time
Salary$125,000–$155,000 / year
Statusactive
ATS providerRippling ATS
Posted / first seen2026-05-07 / 2026-05-29
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from RLB LLP.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Rippling ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Guelph.Open
Department jobsActive postings in Specialty - Wealth.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRLB LLP
Source03144e02-761f-4211-84cb-6913b41e4a43
ATS providerRippling ATS

Description

company About Us We're RLB. A forward-thinking accounting and advisory firm rooted in Southern Ontario with a mission to empower people and strengthen communities. We're growing, and we want awesome people like you to grow with us. role Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise. We’re seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and motivated by the chance to shape a new offering within a people count-focused, independent firm. Why This Role is Different: Ground-Floor Leadership : Play a pivotal role in building a new wealth practice within an established and growing mid-sized accounting firm. Strategic Impact : Influence structure, service model, and long-term growth strategy. Integrated Advisory Approach : Work hand-in-hand with accounting and tax professionals to deliver truly holistic client advice. Long-Term Opportunity : Grow into a Practice Leadership role as the division scales. What You’ll Be Doing: Client-Centered Financial Planning Deliver personalized, independent, advice-first financial plans in collaboration with our 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. Practice Building & Strategic Growth Develop and execute a strategic plan to grow RLB Wealth from the ground up. Identify opportunities within our existing client base and pursue thoughtful external growth. Represent RLB Wealth at firm, community, and professional events to build awareness and credibility. Leadership & Collaboration 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. Operational 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. What You Bring: CFP designation (or strong commitment to obtain) Additional credentials such as CIM, CPA, or CFA are strong assets 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) Details: Location: Choose what works for you. In-office, or hybrid Offices: We have 5 offices in Guelph, Fergus, Kitchener, Orangeville, and Shelburne. Compensation: Competitive salary, paid overtime, benefits, and perks Pay Range: $125,000 - $155,000 Hours: Full-time; additional hours may be required during peak periods Compensation within the advertised range is based on factors such as experience, qualifications, and professional designations. RLB LLP recognizes that candidates may not fit precisely within a predefined range; therefore, final compensation will reflect the full breadth of skills, experience, and expertise the individual brings to the role. Apply Today We’re accepting applications until the right candidate is found. If you’re ready to take the next step in your leadership journey, we’d love to meet you. RLB LLP is an Equal Opportunity Employer committed to inclusive, barrier-free recruitment and selection processes. Accommodations are available upon request throughout the hiring process. AI Statement At RLB, we use AI tools to enhance our recruitment process to assist with tasks such as organizing applications, highlighting job-related qualifications, drafting of job descriptions, and scheduling of interviews. AI is never used to make final hiring decisions or remove candidates from consideration, and is only used to streamline administrative tasks in our hiring and recruiting workflows. All applications are reviewed by our team and all decisions through the recruitment process are made by real people. RLB is an Equal Opportunity & Inclusive Employer committed to fair and equitable hiring process, to using AI tools responsibly, and to reducing biases. We will continue to review our hiring practices regularly to ensure compliance with legal guidelines and industry best practices.

Full job record

Job ID5abfdca2b0df0faf0b880acb167a5bb6dcd06e53
Org IDbbb1f62c-32b8-43c8-a117-7e2544faa501
Source ID03144e02-761f-4211-84cb-6913b41e4a43
Board ID03144e02-761f-4211-84cb-6913b41e4a43
Providerrippling
Provider Job Key39102150-91b7-4764-a57b-c2a82da77bfe
TitleWealth Management Advisor
Normalized Title—
Statusactive
Activeyes
Location TextGuelph, Canada, Guelph, ON, Canada
DepartmentSpecialty - Wealth
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryCanada
RegionON
CityGuelph
Salary RawPay Range: $125,000 - $155,000 Hours: Full-time; additional hours may be required during peak periods Compensa
Salary Min125,000
Salary Max155,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://ats.rippling.com/rlb-llp/jobs/39102150-91b7-4764-a57b-c2a82da77bfe
Apply URLhttps://ats.rippling.com/rlb-llp/jobs/39102150-91b7-4764-a57b-c2a82da77bfe
First Seen At2026-05-29 07:13:44Z
Last Seen At2026-06-06 18:48:45Z
Last Checked At2026-06-06 18:48:45Z
Last Changed At2026-06-06 18:48:45Z
Inactive At—
Source Posted At2026-05-07 13:10:37Z
Source Updated At—
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Event Fields
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Extensions
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      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Be a builder of something new. RLB LLP has launched RLB Wealth! It is an integrated financial planning and wealth advisory business unit built to complement our long-standing accounting and tax expertise. We’re seeking a visionary advisor-leader to help us build this practice from the ground up: someone technically strong, relationship-driven, and motivated by the chance to shape a new offering within a people count-focused, independent firm.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:13pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:13pt;white-space:pre-wrap;\">Why This Role is Different:</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Ground-Floor Leadership</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">: Play a pivotal role in building a new wealth practice within an established and growing mid-sized accounting firm.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Strategic Impact</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">: Influence structure, service model, and long-term growth strategy.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Integrated Advisory Approach</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">: Work hand-in-hand with accounting and tax professionals to deliver truly holistic client advice.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Long-Term Opportunity</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">: Grow into a Practice Leadership role as the division scales.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:13pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:13pt;white-space:pre-wrap;\">What You’ll Be Doing:</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Client-Centered Financial Planning</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Deliver personalized, independent, advice-first financial plans in collaboration with our connections at TriCert.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Present plans, coordinate implementation, and monitor progress for individual and family clients.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Manage complex client relationships, ensuring every engagement reflects RLB’s standard of care and professionalism.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Practice Building &amp; Strategic Growth</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Develop and execute a strategic plan to grow RLB Wealth from the ground up.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Identify opportunities within our existing client base and pursue thoughtful external growth.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Represent RLB Wealth at firm, community, and professional events to build awareness and credibility.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><i><b><strong style=\"font-size:12pt;font-style:italic;white-space:pre-wrap;\">Leadership &amp; Collaboration</strong></b></i></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Serve as the internal champion for RLB Wealth, inspiring engagement across the firm.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Partner closely with accounting and tax professionals to deliver integrated client solutions.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Mentor current and future Wealth Advisors as the team expands, helping to set the tone for culture, quality, and client service excellence.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><i><b><strong style=\"font-size:12pt;font-style:italic;white-space:pre-wrap;\">Operational Excellence</strong></b></i></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Help establish processes, workflows, and service standards for a scalable, compliant practice.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Work with TriCert to manage planning systems, CRM usage, and documentation requirements.</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:13pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:13pt;white-space:pre-wrap;\">What You Bring:</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">CFP designation (or strong commitment to obtain)</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Additional credentials such as CIM, CPA, or CFA are strong assets</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">7–10+ years in financial planning, wealth management, or advisory leadership</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Experience leading client relationships and/or advisory teams</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Understanding of financial planning, investment, and tax integration</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Excellent communication and relationship-building skills</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:start;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">Entrepreneurial spirit (a builder’s mindset with a collaborative approach)</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:13pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><b><strong style=\"font-size:13pt;white-space:pre-wrap;\">Details:</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:left;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Location:</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">&nbsp;Choose what works for you. In-office, or hybrid</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:left;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Offices:</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">&nbsp;We have 5 offices in Guelph, Fergus, Kitchener, Orangeville, and Shelburne.</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:left;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Compensation:</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">&nbsp;Competitive salary, paid overtime, benefits, and perks</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:left;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Pay Range:</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\"> $125,000 - $155,000</span></li><li style=\"font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;text-align:left;\"><b><strong style=\"font-size:12pt;white-space:pre-wrap;\">Hours:</strong></b><span style=\"font-size:12pt;white-space:pre-wrap;\">&nbsp;Full-time; additional hours may be required during peak periods&nbsp;</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><i><em style=\"color:black;font-size:12pt;white-space:pre-wrap;\">Compensation within the advertised range is based on factors such as experience, qualifications, and professional designations. RLB LLP&nbsp;recognizes that candidates may not fit precisely within a predefined range; therefore, final compensation will reflect the full breadth of skills, experience, and expertise the individual brings to the role.</em></i></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:13pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><b><strong style=\"font-size:13pt;white-space:pre-wrap;\">Apply Today</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">We’re accepting applications until the right candidate is found. If you’re ready to take the next step in your leadership journey, we’d love to meet you.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><span style=\"font-size:12pt;white-space:pre-wrap;\">RLB LLP is an Equal Opportunity Employer committed to inclusive, barrier-free recruitment and selection processes. Accommodations are available upon request throughout the hiring process.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:left;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><u><span style=\"font-size:12pt;text-decoration:underline;white-space:pre-wrap;\">AI Statement</span></u></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;\"><i><em style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">At RLB, we use AI tools to enhance our recruitment process to assist with tasks such as organizing applications, highlighting job-related qualifications, drafting of job descriptions, and scheduling of interviews. AI is never used to make final hiring decisions or remove candidates from consideration, and is only used to streamline administrative tasks in our hiring and recruiting workflows. All applications are reviewed by our team and all decisions through the recruitment process are made by real people. RLB is an Equal Opportunity &amp; Inclusive Employer committed to fair and equitable hiring process, to using AI tools responsibly, and to reducing biases. We will continue to review our hiring practices regularly to ensure compliance with legal guidelines and industry best practices.</em></i></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p>",
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