Project Manager – Strategic Initiatives

About the Company

RFL Wealth Management is a modern, fast-growing advisory firm focused on helping professionals create a Rich, Fulfilling Life™ through personalized financial planning, relationship-led advice, and long-term strategic thinking. The organization is built around exceptional client service, strong relationships, and lasting impact in an entrepreneurial, fast-moving, and collaborative setting.

Role Overview

RFL Wealth is hiring a Project Manager – Strategic Initiatives to drive business transformation work that supports long-term growth. In this position, you will partner closely with the COO to organize cross-functional initiatives, develop operational structures, and move strategic projects from idea to implementation. This is a fully remote, six-month contract role.

Key Responsibilities

You will manage strategic initiatives across departments, create project schedules and budgets, track milestones, monitor risks, and keep leadership updated through weekly progress reporting. The role also includes coordinating with internal teams, external vendors, and partners to keep projects on track.

In addition, you will support major business initiatives such as building the RFL Wealth Playbook, helping launch new offerings including Segregated Funds, and assisting with future product and service rollouts. You will work with carriers, vendors, and other external stakeholders as needed.

A major part of the role is creating and maintaining operational documentation. This includes playbooks, templates, workflows, implementation guides, policies, procedures, and SOPs, while also ensuring that documentation stays accurate, scalable, and up to date.

You will also coordinate internal training, support change management for new initiatives, help department leaders during implementation, and track adoption to identify opportunities for improvement. Collaboration will extend across Financial Planning, Insurance, Investments, Accounting, Marketing, Compliance, and Operations, with responsibility for meeting facilitation, accountability, documentation, and decision tracking.

Requirements

A bachelor’s degree in Business Administration, Commerce, Project Management, Operations Management, Finance, or a related discipline is required. The ideal candidate will bring 3–5+ years of experience leading strategic projects, transformation programs, or operational improvement efforts.

You should have a strong track record of managing multiple cross-functional initiatives from planning through execution, along with experience creating playbooks, frameworks, policies, procedures, and SOPs. Experience in project planning, scheduling, budgeting, stakeholder management, risk management, executive reporting, and change management is important.

The role also calls for strong analytical and problem-solving ability, experience identifying operational inefficiencies and proposing practical solutions, and confidence facilitating workshops and collaborative meetings across departments. Prior work on rollout strategies, implementation plans, and governance frameworks will be valuable.

Experience in financial services, wealth management, insurance, banking, or professional services is an advantage but not mandatory. Certifications such as PMP, CAPM, Agile, Scrum Master, Lean Six Sigma, or Prosci Change Management are also considered beneficial. Comfort working in a fully remote, collaborative environment is expected.

Additional Requirements and Conditions

This position is a full-time employee role on a contract basis, with a standard 40-hour workweek. Overtime, where applicable, will be compensated in line with the Ontario Employment Standards Act (ESA). The role has been created as an additional team capacity need and comes with significant ownership and visibility to support the company’s growth goals.

Perks and Benefits

RFL Wealth offers a competitive salary based on experience, paid time off, exposure to the financial advisory and investment sector, and a supportive fully remote environment with a strong compliance focus.

Accessibility and Equal Opportunity

Accommodation is available upon request for candidates taking part in the hiring process. The company also states that it uses automated tools, including artificial intelligence, to assist with parts of recruitment. RFL Wealth Management is an equal opportunity employer and does not discriminate based on race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other protected status under applicable laws.