Family Enterprise Financial Planner
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Support RBC Dominion Securities’ Family Enterprise Advisory team with strategic financial planning, client communication, and business development in Vancouver.
This Senior Financial Planner position serves complex Ultra-High-Net-Worth and High-Net-Worth relationships within a focused, entrepreneurial advisory practice. You will partner closely with the Family Enterprise Advisor, identify unmet planning needs, and contribute to asset and revenue growth. The work requires end-to-end ownership, proactive judgment, accurate documentation, and clear communication with clients, colleagues, professional partners, accountants, and lawyers.
Key Responsibilities:
- Lead planning-focused client meetings and establish clear next steps
- Deliver educational presentations on wealth management strategies
- Strengthen client relationships through insightful advice and timely action
- Recognize consolidation opportunities and potential referral sources
- Maintain accurate net worth and cash flow records
Requirements:
- Self-starter who demonstrates autonomy and accountability
- CPA designation and In-Depth Tax Program
- Eight to ten-plus years of relevant industry experience
- Experience servicing High-Net-Worth and Ultra-High-Net-Worth clients
- Strong written, verbal, analytical, and problem-solving abilities
Combine client communication, business development, and comprehensive planning skills as a Family Enterprise Financial Planner at RBC.
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