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 skilled 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 positionsIdentify planning needs, risks, gaps,
alternatives and trade-offsReview tax returns and support year-end filing preparationDevelop charitable, legacy and intergenerational planning ideasMaintain client net worth and cash flow recordsRequirements:
Established professional with comprehensive financial planning skillsExperience addressing complex UHNW client situationsAbility to explain strategies and implications clearlyKnowledge of RRSPs, TFSAs, IPPs, RCAs and trustsStrong accuracy, documentation and professional boundariesBring holistic planning expertise to RBC Dominion Securities, connecting sophisticated wealth, tax, estate and family priorities.