Partner with families on sophisticated financial decisions through RBC Dominion Securities, combining planning expertise with relationship development.
The Family Enterprise Advisory team needs a Senior Financial Planner focused on Ultra-High-Net-Worth and High Net Worth clients. You will provide practical recommendations, lead appropriate client meetings and contribute to business development, referrals and revenue generation. The role connects family enterprise circumstances with cohesive wealth management strategies.
Key Responsibilities:
- Lead planning-focused meetings and establish clear next steps
- Strengthen high- and ultra-high-net-worth client relationships
- Deliver presentations on wealth strategies and recent developments
- Recognize consolidation opportunities and unmet planning needs
- Build networks with specialists and external professional referrals
Requirements:
- Senior-level experience in comprehensive financial planning
- Ability to deliver clear, confident client communication
- Knowledge of corporate structures, estate and insurance considerations
- Understanding of succession, philanthropy and intergenerational objectives
- Commitment to compliance, integrity and skilled collaboration
Use senior financial planning, communication and business development skills to support RBC Dominion Securities family enterprise clients.
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📌 Family Enterprise Financial Planning Advisor (Vancouver)
🏢 RBC
📍 Vancouver