At a Glance
- Tasks: Deliver tailored financial planning for ultra-high-net-worth clients and tackle complex financial situations.
- Company: Join RBC Dominion Securities, a leader in wealth management with a focus on client success.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and client relationships.
- Why this job: Make a real difference in clients' lives by helping them achieve their financial goals.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 63000 - 77000 $ per year.
Deliver comprehensive financial planning for Ultra-High-Net-Worth clients with RBC Dominion Securities as an experienced Senior Financial Planner. This Senior Financial Planner supports a Chairman's Council Family Enterprise Advisory team. The work addresses complex client situations across wealth, tax, estate, retirement, insurance, succession and philanthropy.
You will partner with the Family Enterprise Advisor while contributing to business development, opportunity spotting and revenue generation.
- Deliver complete financial planning for complex UHNW relationships
- Prepare wealth, investment, retirement, tax and risk plans
- Lead year-end and tax planning for UHNW clients
- Communicate recommendations clearly during planning-focused client meetings
Experienced Senior Financial Planner with comprehensive financial planning skills for complex situations. Knowledge of holding companies, stock options and pension arrangements. Understanding of trusts, insurance and charitable planning strategies.
Apply advanced planning, tax strategy and relationship skills to help RBC Dominion Securities clients pursue complex financial goals.
Senior Financial Advisor - Financial Planning in Vancouver employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
