About RFL Wealth 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.

About the Role
We are growing our advisory team and looking for a coordinator who can help clients feel informed and supported throughout the planning process. As our Planning & Advice Coordinator, you will be the main administrative contact for an assigned group of clients after their discovery meeting. You will coordinate documents, appointments, engagement paperwork, payment follow-up, and progress updates while our Certified Financial Planners and Planning Specialists develop their plans. You will work closely with CFPs, planning colleagues, and Revenue Operations. You will keep track of what each file needs, follow up with the right people, and resolve routine issues independently. This role suits someone who enjoys client service and takes satisfaction in seeing work through to completion. What you will own
- Coordinate client appointments, calendar invitations, reminders, meeting logistics, and rescheduling.
- Request and organize documents, keep outstanding checklists current, and help clients understand what to provide.
- Prepare and send routine communications using approved templates and meeting notes, including recaps and progress updates.
- Coordinate Letters of Engagement, required signatures, invoices, and payment follow-up. Escalate concerns or questions that need advisor input.
- Coordinate with clients pertaining to documents related to insurance and investment needs.
- Maintain accurate household records and ensure approved meeting notes, transcripts, and action items are linked to the correct file.
- Monitor designated client inboxes, respond to routine requests, and route advice or sensitive relationship questions to the CFP.
- Track assignments, deadlines, and handoffs with planning and implementation colleagues. Flag delays early and keep clients informed.
- Check that routine automated tasks and communications have completed and resolve exceptions.
- Identify practical improvements to templates, checklists, and administrative workflows. What you bring
- 4 or more years of relevant experience in client service, administration, case coordination, financial services, or a professional practice.
- Strong organization and a reliable approach to managing multiple files, deadlines, and competing priorities.




- Warm, clear, and professional communication by phone and email, including confidence following up on outstanding items.
- Careful attention to names, figures, documents, and client commitments.
- Sound judgment about what you can resolve independently and when to escalate.
- Confidence using CRM systems, Microsoft Office, Outlook, and digital document tools.
- Comfort learning recent systems and reviewing AI-assisted drafts for accuracy.
- Experience handling confidential client information with discretion. Experience with wealth management, insurance, Zoho, Monday.com, or Fireflies is an asset. Financial services experience is helpful but not required. CFP certification is not required for this position. How you will work You will take ownership of routine administration for your assigned files while the CFP retains responsibility for advice and client decisions. You will coordinate with Planning Specialists on preparation deadlines and information needs. Technical financial analysis and NaviPlan completion remain with the planning team. Our environment is entrepreneurial, fast-paced, collaborative and growth-oriented. Priorities can change, so we value someone who can adapt, communicate capacity concerns early, and help colleagues while keeping client commitments visible. What success looks like
- Clients know who to contact, what happens next, and when they will hear from us.
- Documents, signatures, payment follow-ups, and administrative tasks are actively managed.
- Client records are accurate and meeting follow-up is completed within agreed turnaround times.
- Planning colleagues receive clear handoffs and early notice of missing information or delays.
- CFPs can focus on advice and client relationships with routine administration handled reliably.

What we offer

- Annual compensation of CAD $55,000 to $65,000, based on experience and demonstrated capabilities.
- Health and Wellness spending account and paid time off.
- A full-time remote role with a collaborative team of wealth professionals.
- The opportunity to improve how we serve clients and support a growing advisory business.
- Opportunities for long-term career growth in a supportive, compliance-driven environment.
- Collaborative,



entrepreneurial, and growth-focused culture. What To Expect In The Interview Process We anticipate a high volume of applications for this role and are excited to grow our team. We have a detailed screening process and we review every application; hence calling or emailing us directly will not accelerate moving ahead in line. Please apply only through the job board, and feel free to connect with us on LinkedIn. If you are shortlisted, you will be contacted within 2 weeks. We appreciate your patience throughout the process and value your interest in RFL. Interview Process We want to understand how you work, beyond just interview answers. We’ll ask you to share real examples to better understand your working style and approach. Step 1: Chat with HR Step 2: Determine our work chemistry, Kolbe Assessment Step 3: Meet with the Hiring Manager Step 4: Present your case study to the Team How We Use AI in Our Hiring Process At RFL, we use AI-enabled tools within our applicant tracking system to help organize applications and identify profiles that may align with the key requirements of the role. AI does not make hiring decisions. Every application is reviewed by our team, and all hiring decisions are made by people. Our AI-enabled tools are used to support efficiency and consistency in the recruitment process
- not to replace human judgment. We are committed to providing every candidate with a fair, thoughtful, and equitable hiring experience. COMPENSATION Budgeted Range – $55,000 – $65,000 Final compensation will be determined thoughtfully based on the candidate’s experience, expertise, demonstrated capabilities, and alignment with the scope of the role. AODA Statement Accommodations are available on request for candidates participating in the selection process. If you require specific accommodation, please let us know. RFL Wealth uses automated tools, including artificial intelligence, to support parts of the recruitment process. RFL Wealth Management is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other class or status in accordance with applicable federal, provincial, and local laws. Pay: $55,000.00-$65,000.00 per year Application question(s):
- Please mention your salary expectation for this role. Work

Location:
Remote

📌 Planning and Advice Coordinator (Canada)
🏢 RFL Wealth Management
📍 Canada