Event Specialist

About RFL Wealth 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. About the Role We are growing our team and looking for an Events Specialist who can deliver thoughtful, well-organized experiences for our clients, prospective clients and professional community. As our Events Specialist, you will coordinate in-person conferences, dinner seminars and virtual events from planning through follow-up. You will own event timelines, vendor coordination, budgets, materials and day-of logistics, while working closely with Growth, Sales and Operations. This role suits someone who enjoys hospitality, takes ownership of complex details and remains calm when plans change. What you will own Plan and execute national conferences, dinner seminars and other in-person events from initial brief to close-out. Source venues, coordinate vendors, negotiate arrangements within approved authority, and track event budgets. Build workback schedules, run sheets, checklists and timelines; make owners and deadlines visible. Coordinate catering, A/V, photography, videography, signage, décor, printing, shipping and booth setup. Organize on-site staffing, role assignments, attendee flow and real-time issue resolution. Coordinate virtual event scheduling, platform setup, registration, technical checks and rehearsals. Manage event registration, attendance records and attendee communications. Coordinate timely post-event lead handoffs, follow-up touchpoints and internal debriefs with Growth and Sales. Work with the client experience and inventory owner to ensure event assets and supplies arrive on time. Track event deliverables, close out vendor and logistical items, and improve templates and processes after each event. What you bring 3–5 years of relevant experience in events, hospitality, operations or a professional services environment. Experience coordinating in-person and virtual events, with strong vendor and logistics management skills. Strong organization and a reliable approach to managing simultaneous events, budgets and deadlines. Warm, clear and professional communication with clients, vendors and internal colleagues. Careful attention to event materials, schedules, attendee details and commitments. Sound judgment, composure under pressure and the ability to anticipate and resolve issues. Confidence using spreadsheets, calendars, CRM systems and project management tools. Willingness to travel for events within Canada Experience with financial services, medical or professional-services audiences, or premium client-facing events, is an asset. A related degree or equivalent practical experience is welcome. How you will work You will take ownership of event execution and coordination while partnering with Growth and Sales on messaging, attendance and follow-up. You will work with internal colleagues and external vendors to keep deliverables on track. Our environment is entrepreneurial, fast-paced, collaborative and growth-oriented. Event schedules would require flexibility, including travel and on-site attendance. What success looks like Events are delivered professionally, on time and within approved budgets. Attendees and internal stakeholders receive clear communication and a seamless event experience. Vendors, materials, registrations and on-site requirements are ready before deadlines. Post-event follow-up, lead handoffs and close-out tasks are completed within agreed timelines. Event risks are raised early and lessons learned improve future execution. What we offer Competitive base salary, commensurate with experience Health and Wellness spending account and paid time off. A full-time role with a collaborative team of …

View the full posting and apply