Pipeline & Prospect Client Relationship Advisor - kelowna

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.

Ideal Candidate

• 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-perfo...