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 skilled 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 professional collaboration

Use senior financial planning, communication and business development skills to support RBC Dominion Securities family enterprise clients.

📌 Family Enterprise Financial Planning Advisor (Winnipeg)
🏢 RBC
📍 Winnipeg