# Senior Financial Planner

**Company**: RBC Dominion Securities
**Location**: Vancouver
**Experience**: senior
**Job type**: full-time
**Salary**: $110,000 - 125,000+
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/745-THURLOW-STVANCOUVER/Ultra-High-Net-Worth-Financial-Planner_R-0000191022-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_124c80ac-117

## Description

A Chairman’s Council Family Enterprise Advisory team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth (UHNW) Financial Planner.

The role partners closely with the Family Enterprise Advisor to deliver high-value, tailored advice and wealth management strategies to Ultra High Net Worth and High Net Worth clients. As a valued business partner, you will also assist with business development, opportunity spotting, and revenue generation.

**Responsibilities**

- Deliver exceptional, white-glove and complete financial planning to ultra-high-net-worth clients, with particular focus on our most significant and complex relationships.

- Understand each client’s broader family circumstances, goals, assets, liabilities, corporate structures, cash flow, tax position, estate considerations, insurance needs, succession, philanthropy and intergenerational objectives, and connect these elements into a clear financial roadmap.

- Prepare comprehensive plans covering wealth, investment, retirement, tax optimization and risk management.

- Identify planning needs, opportunities, risks and gaps; consider alternatives and trade-offs; interpret what the numbers mean in the context of the client’s circumstances; and develop thoughtful, practical recommendations.

- Provide expert knowledge on complex client situations, such as holding companies, employee stock options, individual pension plans, retirement compensation arrangements, and gift and charitable planning.

**Requirements**

- CPA designation

- The In-Depth Tax Program

- A minimum of 8–10+ years of relevant industry experience

- Experience servicing High-Net-Worth and Ultra-High-Net-Worth clients

- Deep working knowledge of financial planning, tax, estate, insurance, retirement, corporate and wealth-planning principles

- Strong analytical and problem-solving skills; uses quantitative analysis and planning tools effectively while recognizing that calculations support, rather than replace, professional judgment

- A holistic, big-picture thinker who questions assumptions, recognizes what may be missing and understands implications across the client’s overall wealth strategy

- Communicates complex planning concepts clearly, confidently and appropriately for the audience; listens carefully and builds trust with clients, colleagues, RBC partners and external professionals

- Exceptional interpersonal skills and emotional intelligence

- Strong written and verbal communication skills

**Nice-to-have**

- CFP designation

- In-depth tax course

- A background in one of the following areas would be considered an asset: Senior Tax Manager with a reputable accounting firm, Similar role with another wealth management firm, Senior Financial Planner, A senior role in a reputable Family Office

- Other Finance Designations

- Life Insurance Designations

**What’s in it for you?**

- A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits

- Leaders who support your development through coaching and mentoring opportunities

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

- Opportunities to do challenging work and to build close relationships with clients

## Skills

### Required
- Financial Planning
- Tax
- Estate
- Insurance
- Retirement
- Corporate
- Wealth Planning
- Communication
- Analytical
- Problem-Solving

### Nice to have
- CFP designation
- In-depth tax course
- Life Insurance Designations
- Other Finance Designations

---

Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/745-THURLOW-STVANCOUVER/Ultra-High-Net-Worth-Financial-Planner_R-0000191022-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)