Senior UHNW Financial Planner

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.