Shape tailored wealth strategies for Ultra-High-Net-Worth clients by connecting family circumstances, assets, tax, estate and succession priorities. RBC Dominion Securities seeks an established professional for its Chairman's Council Family Enterprise Advisory team. This Ultra-High-Net-Worth Financial Planner delivers white-glove advice across wealth, investments, retirement, tax optimization and risk management. The position works closely with the Family Enterprise Advisor and coordinates specialists, accountants and lawyers when required. Key Responsibilities:
Understand family goals, structures, liabilities, cash flow and tax positions Identify planning needs, risks, gaps, alternatives and trade-offs Review tax returns and support year-end filing preparation Develop charitable, legacy and intergenerational planning ideas Maintain client net worth and cash flow records Requirements:
Established professional with comprehensive financial planning skills Experience addressing complex UHNW client situations Ability to explain strategies and implications clearly Knowledge of RRSPs, TFSAs, IPPs, RCAs and trusts Strong accuracy, documentation and professional boundaries Bring holistic planning expertise to RBC Dominion Securities, connecting sophisticated wealth, tax, estate and family priorities.
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Ultra-High-Net-Worth Wealth 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.
