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 qualified 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 professional 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 (Vancouver)
🏢 RBC
📍 Vancouver