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, chance spotting and revenue generation.Key Responsibilities: Deliver complete financial planning for complex UHNW relationshipsPrepare wealth, investment, retirement,



tax and risk plansLead year-end and tax planning for UHNW clientsCommunicate recommendations clearly during planning-focused client meetingsCoordinate advice with accountants, lawyers and specialistsRequirements: Experienced Senior Financial PlannerComprehensive financial planning skills for complex situationsKnowledge of holding companies, stock options and pension arrangementsUnderstanding of trusts, insurance and charitable planning strategiesAccuracy, compliance, integrity and professionalismApply advanced planning, tax strategy and relationship skills to help RBC Dominion Securities clients pursue complex financial goals.#J-18808-Ljbffr

📌 Senior Uhnw Financial Planner (Vancouver)
🏢 RBC
📍 Vancouver