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 qualified 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 (British Columbia)
🏢 RBC
📍 British Columbia