Shape complex wealth strategies as a Senior UHNW Financial Planner at RBC Dominion Securities in Vancouver, focused on holistic planning and tax expertise.

This full time, office-based position supports a Chairman’s Council Family Enterprise Advisory team. You will advise Ultra-High-Net-Worth and High-Net-Worth clients through comprehensive financial planning, tax, estate, insurance, retirement, corporate, and wealth-planning considerations. The role partners with Family Enterprise Advisors, RBC specialists, accountants, and lawyers to coordinate practical recommendations.

Key Responsibilities:
Deliver comprehensive planning for complex Ultra-High-Net-Worth relationships
Prepare wealth, investment, retirement, tax, and risk-management plans
Lead year-end and tax-planning reviews




Explain strategies and recommendations during client meetings
Identify planning needs, risks, gaps, and growth prospects

Requirements:
CPA designation and In-Depth Tax Program
Eight to ten-plus years of relevant industry experience
Experience servicing High-Net-Worth and Ultra-High-Net-Worth clients
Deep financial planning, tax, estate, insurance, and retirement knowledge
Robust analytical, communication, interpersonal, and problem-solving skills

Apply comprehensive planning, tax knowledge, and sound judgment to complex UHNW client strategies at RBC Dominion Securities.

📌 Senior Uhnw Financial Planner Vancouver
🏢 RBC Dominion Securities
📍 Vancouver