Shape complex wealth strategies as a Senior UHNW Financial Planner at RBC Dominion Securities in Vancouver, focused on holistic planning and tax expertise.
This full-time, office-based position supports a Chairman's Council Family Enterprise Advisory team. You will advise Ultra-High-Net-Worth and High-Net-Worth clients through comprehensive financial planning, tax, estate, insurance, retirement, corporate, and wealth-planning considerations. The role partners with Family Enterprise Advisors, RBC specialists, accountants, and lawyers to coordinate practical recommendations.
Key Responsibilities:
- Deliver comprehensive planning for complex Ultra-High-Net-Worth relationships
- Prepare wealth, investment, retirement, tax, and risk-management plans
- Lead year-end and tax-planning reviews
- Explain strategies and recommendations during client meetings
- Identify planning needs, risks, gaps, and growth opportunities
Requirements:
- CPA designation and In-Depth Tax Program
- Eight to ten-plus years of relevant industry experience
- Experience servicing High-Net-Worth and Ultra-High-Net-Worth clients
- Deep financial planning, tax, estate, insurance, and retirement knowledge
- Strong analytical, communication, interpersonal, and problem-solving skills
Apply comprehensive planning, tax knowledge, and sound judgment to complex UHNW client strategies at RBC Dominion Securities.
Senior UHNW Financial Planner in Vancouver employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
