At a Glance
- Tasks: Deliver comprehensive financial planning for Ultra-High-Net-Worth clients.
- Company: Join RBC Dominion Securities, a leader in wealth management.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Opportunity to work with a prestigious team and grow your career.
- Why this job: Make a real impact on the financial futures of UHNW clients.
- Qualifications: Experienced Senior Financial Planner with strong financial planning skills.
The predicted salary is between 135000 - 165000 $ 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.
Key Responsibilities:
- 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
- Coordinate advice with accountants, lawyers and specialists
Requirements:
- Experienced Senior Financial Planner
- Comprehensive financial planning skills for complex situations
- Knowledge of holding companies, stock options and pension arrangements
- Understanding of trusts, insurance and charitable planning strategies
- Accuracy, compliance, integrity and professionalism
- Apply advanced planning, tax strategy and relationship skills to help RBC Dominion Securities clients pursue complex financial goals.
Senior UHNW Financial Planner 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.
