The Family Enterprise Advisory team needs a Senior Financial Planner focused on Ultra-High-Net-Worth and High Net Worth clients. Lead planning-focused meetings and establish explicit next stepsStrengthen high- and ultra-high-net-worth client relationshipsRecognize consolidation opportunities and unmet planning needsBuild networks with specialists and external professional referralsSenior-level experience in comprehensive financial planningKnowledge of corporate structures, estate and insurance considerationsUse senior financial planning, communication and business development skills to support RBC Dominion Securities family enterprise clients. #
📌 Family Enterprise Financial Planning Advisor (Vancouver)
🏢 RBC
📍 Vancouver
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