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.

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.