RFL Wealth Management

Verified Job Source

Helping Canadian & internationally trained medical professionals grow tax efficient wealth for a Rich, Fulfilling Life™

Burlington, Ontario

Financial Services

11–50 people

About

At RFL Wealth Management, we help Canadian medical professionals build tax-efficient wealth so they can live rich, fulfilling lives — both now and in retirement. We specialize in financial strategies tailored for physicians, dentists, specialists, and other high-income healthcare professionals. Whether you’re incorporated or not, our holistic approach covers retirement planning, tax reduction, risk protection, and estate planning — without pushing products or using confusing financial jargon. Our clients care about more than just returns. They want time with family, peace of mind about the future, and the ability to give back meaningfully. We’re here to help make that vision a reality — with clarity, compassion, and proven financial strategies. If you’re ready to take control of your financial future with less stress and more purpose, let’s talk.

Open positions

Business Development Representative

Remote · ["Canada"]

Business Development Representative (RFL Journey Guide) Full-Time Employee/ Remote Overview Rich Fulfilling Life Wealth Management is seeking a Business Development Representative who plays a key role in driving growth for our Wealth Management business by identifying, qualifying and nurturing prospective clients (internationally trained physicians). This role is focused on lead engagement, initial client education and appointment setting for our advisors. The ideal candidate has strong communication skills, an interest in financial services and the ability to build trust with clients. You w…