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, prospect 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 (Winnipeg)
🏢 RBC
📍 Winnipeg