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 transparent next stepsStrengthen high- and ultra-high-net-worth client relationshipsDeliver presentations on wealth strategies and recent developmentsRecognize consolidation opportunities and unmet planning needsBuild networks with specialists and external professional referralsRequirements: Senior-level experience in comprehensive financial planningAbility to deliver clear, confident client communicationKnowledge of corporate structures, estate and insurance considerationsUnderstanding of succession, philanthropy and intergenerational objectivesCommitment to compliance, integrity and professional collaborationUse senior financial planning, communication and business development skills to support RBC Dominion Securities family enterprise clients. #
📌 Family Enterprise Financial Planning Advisor (Winnipeg)
🏢 RBC
📍 Winnipeg