Family Enterprise Financial Planning Advisor
rbc
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 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.
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Lead planning-focused meetings and establish clear 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.
#J-18808-Ljbffr
Vacancy posted 56 minutes ago
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