Senior Financial Advisor
6 days ago
Vancouver BC, Greater Vancouver Regional District, BC; British Columbia, Canada
rbc
Full-time
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Deliver comprehensive financial planning for Ultra-High-Net-Worth clients with RBC Dominion Securities as an experienced Senior Financial Planner.
This Senior Financial Planner supports a Chairman's Council Family Enterprise Advisory team. The work addresses complex client situations across wealth, tax, estate, retirement, insurance, succession and philanthropy. You will partner with the Family Enterprise Advisor while contributing to business development, opportunity spotting and revenue generation.
Deliver complete financial planning for complex UHNW relationships
Prepare wealth, investment, retirement, tax and risk plans
Lead year-end and tax planning for UHNW clients
Communicate recommendations clearly during planning-focused client meetings
Experienced Senior Financial Planner
Comprehensive financial planning skills for complex situations
Knowledge of holding companies, stock options and pension arrangements
Understanding of trusts, insurance and charitable planning strategies
Apply advanced planning, tax strategy and relationship skills to help RBC Dominion Securities clients pursue complex financial goals.
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