Project Manager – Strategic Initiatives (6-Month Contract)

Project Manager – Strategic Initiatives (6-Month Contract) Company: RFL Wealth Management Employment Type: Full-Time- Contract- Remote 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. Position Summary RFL Wealth is seeking a Project Manager – Strategic Initiatives to lead business transformation projects that support the company’s long-term growth. Working directly with the COO, this individual will coordinate cross-functional initiatives, build operational frameworks, and ensure strategic projects move from concept to execution.

This is a fully remote, six-month contract position Key Responsibilities Strategic Project Management • Lead cross-department strategic initiatives. • Build project plans, timelines, budgets, and milestones. • Coordinate internal teams and external partners. • Monitor risks and resolve project issues. • Deliver weekly progress reports to leadership. Business Initiatives • Lead the development of the RFL Wealth Playbook. • Coordinate the rollout of new business offerings such as Segregated Funds. • Support future product and service launches. • Coordinate with carriers, vendors, and external partners. Documentation & Process Development • Develop comprehensive operational documentation. • Build playbooks, templates, workflows, and implementation guides. • Standardize business processes across departments. • Ensure documentation remains current and scalable.

Training & Change Management • Coordinate internal training programs for new initiatives. • Develop rollout strategies for new services. • Support department leaders during implementation. • Track adoption and identify improvement opportunities. Cross-Functional Collaboration • Work closely with Financial Planning, Insurance, Investments, Accounting, Marketing, Compliance, and Operations. • Facilitate meetings and ensure accountability for project deliverables. • Maintain project documentation and decision logs. Qualifications • Bachelor's degree in Business Administration, Commerce, Project Management, Operations Management, Finance, or a related field. • 3–5+ years of experience leading strategic projects, business transformation initiatives, or operational improvement programs. • Proven experience managing multiple cross-functional projects from planning through implementation. • Experience developing business playbooks, operational frameworks, policies, procedures, and Standard Operating Procedures (SOPs). • Strong project planning, scheduling, budgeting, risk management, and stakeholder management experience. • Experience coordinating executive-level initiatives and presenting project updates to senior leadership. • Demonstrated experience leading change management and driving successful organizational adoption of new initiatives. • Strong analytical and problem-solving skills with the ability to identify operational inefficiencies and recommend practical solutions. • Experience facilitating workshops, meetings, and cross-functional collaboration across multiple departments. • Experience developing implementation plans, rollout strategies, and governance frameworks. • Financial services, wealth management, insurance, banking, or professional services experience is considered an asset. • PMP, CAPM, Agile, Scrum Master, Lean Six Sigma, or Prosci Change Management certification is considered an asset. • Experience working in a fully remote and collaborative environment. • Financial services or wealth management experience is considered an asset but is not required.

Additional Skills • Strategic planning and project execution • Business process improvement • Change management • Stakeholder and vendor management • Cross-functional collaboration • Risk management and problem-solving • Process documentation and SOP development • Business analysis and workflow optimization • Strong analytical and organizational skills • Excellent written and verbal communication • Proficiency with project management and collaboration tools (e.g., Asana, Monday.com, Jira, Microsoft Project) • Microsoft Office 365 (Excel, PowerPoint, Teams, SharePoint) • Self-motivated with the ability to manage multiple priorities in a remote environment. Success Measures • Successful completion of strategic initiatives. • High-quality playbooks and documentation. • On-time delivery of projects. • Strong stakeholder engagement. • Smooth rollout of new products and services. • Sustainable operational improvements. What We Offer • Competitive base salary, commensurate with experience. • Paid time-off. • Exposure to the financial advisory and investment industry. • Supportive, compliance-driven fully remote work environment.

Employment status: Full-time employee. Fully remote. · Hours of work: o Standard workweek of 40 hours. o Overtime, where applicable, will be compensated in accordance with the Ontario Employment Standards Act (ESA). · 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.