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 environment is entrepreneurial, fast-paced, collaborative, and growth-oriented. 

This role is ideal for someone who: 

·      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. 

This role sits at the center of the client journey and plays a critical role in maintaining momentum, nurturing relationships, supporting conversions, and ensuring no opportunity falls through the cracks. 

What Makes This Role Different 

Unlike many firms, our Pipeline Advisors are supported by: 

·      established marketing systems  

·      warm lead generation and event ecosystems  

·      strong advisor authority positioning  

·      backend planning and operations support  

·      structured onboarding systems and workflows  

This allows the Pipeline Advisor to focus on: 

·      relationship-building  

·      pipeline movement  

·      communication  

·      lead nurturing  

·      responsiveness  

·      follow-up  

·      client coordination  

·      creating a premium first impression  

Core Responsibilities 

Prospect & Pipeline Management 

·      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  

Client Experience & Relationship Support 

·      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  

Events & Business Development Support 

·      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  

Coordination & Internal Communication 

·      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  

What We’re Looking For 

Required Traits 

·      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  

Qualifications 

·      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  

Important Notes About This Role 

·      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.  

What We Offer

·      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 larger client-facing, leadership, or advisory responsibilities as the company scales. 

This role is an incremental addition to the existing team, with high ownership and visibility, created to support the company’s growth objectives.

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 for employment 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.