Senior Uhnw Financial Planner
rbc
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.Key Responsibilities:
Deliver complete financial planning for complex UHNW relationshipsPrepare wealth, investment, retirement, tax and risk plansLead year-end and tax planning for UHNW clientsCommunicate recommendations clearly during planning-focused client meetingsCoordinate advice with accountants, lawyers and specialistsRequirements:
Experienced Senior Financial PlannerComprehensive financial planning skills for complex situationsKnowledge of holding companies, stock options and pension arrangementsUnderstanding of trusts, insurance and charitable planning strategiesAccuracy, compliance, integrity and professionalismApply advanced planning, tax strategy and relationship skills to help RBC Dominion Securities clients pursue complex financial goals.
#J-18808-Ljbffr
Deliver complete financial planning for complex UHNW relationshipsPrepare wealth, investment, retirement, tax and risk plansLead year-end and tax planning for UHNW clientsCommunicate recommendations clearly during planning-focused client meetingsCoordinate advice with accountants, lawyers and specialistsRequirements:
Experienced Senior Financial PlannerComprehensive financial planning skills for complex situationsKnowledge of holding companies, stock options and pension arrangementsUnderstanding of trusts, insurance and charitable planning strategiesAccuracy, compliance, integrity and professionalismApply advanced planning, tax strategy and relationship skills to help RBC Dominion Securities clients pursue complex financial goals.
#J-18808-Ljbffr
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Senior Uhnw Financial Planner in Winnipeg, MB vacancy
- ...facing our clients and communities. We are looking for a Senior or Principal Airport Planner to join our growing Airport Planning team and play a... ...benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of...SeniorInternshipWork at officeOverseasFlexible hours3 days per week
AtkinsRéalis
Winnipeg, MB5 hours ago $200k - $350k per year
...platforms.Citi Private Bank is looking for a Senior Private Banker to lead client acquisition... ...worth individuals, delivering tailored financial strategies across lending, investment management... ...primary trusted advisor to a portfolio of UHNW clients, delivering personalised guidance...SeniorLong term contractFull timeWork at officeImmediate startRemote workCiti
Winnipeg, MB5 hours ago- ...solutions. Further information is available at . POSITION SUMMARY: The successful candidate will support the ongoing optimization of financial processes and reporting to help the organization effectively navigate the evolving tariff landscape. This role will contribute to...SeniorFull timeInternshipImmediate start
$89.05k - $120.22k per year
...Empathy.Learn more about Life at Olympus: Job DescriptionThe Senior Demand Planner, Service Parts is responsible for the end-to-end management... ...risks. Support inventory forecasting, budgeting, and financial planning activities in partnership with Finance. Cross-Functional...SeniorFull timeLocal areaRemote workWorldwideOlympus Corporation
Winnipeg, MB5 hours ago- ...About the RoleSupport Permitting and Approvals for Projects Across Alberta and Western CanadaWe are seeking an Intermediate/Senior Environmental Planner to support transportation, bridge and structural, municipal infrastructure, land development, energy, and other...SeniorFor contractorsSeasonal workWork at officeLocal area
Egis
Winnipeg, MB5 hours ago - Advance your media planning career as a Senior Media Planner with Initiative. Collaborate within a dynamic team to craft compelling media strategies that exceed client expectations. In this senior role, you will manage and present media plans while ensuring they align with...Senior
Initiative
Winnipeg, MB5 hours ago $120k - $145k per year
...prepare all required output documents Review project scope changes, claims for schedule and cost impact, and provide feedback to financial and contract management staff Create and implement key scheduling requirements such as activity coding, naming conventions, client...SeniorFull timeContract workFor contractorsInternshipWork at officeLocal areaFlexible hoursAccenture PLC
Winnipeg, MB5 hours ago- ...work areas, specialties, business units, services, projects and improvement initiatives. Independently or as part of a team, senior financial accountants will coordinate and support the assigned site/service areas to identify, design and implement improvements which produce...SeniorTemporary workWork at officeShift work
- Senior Financial AnalystThe Inland Group of Companies (IDS and Quantem Aviation Services) is a trusted aviation partner operating at over 50+ airports across Canada and the United States. We deliver aircraft de-icing, fueling, environmental management, ground handling, and other...SeniorFull timeContract workWork at officeFlexible hours
Inland Group of Companies
Winnipeg, MB5 hours ago - Stantec is seeking a Senior Environmental Planner to support environmental review, licensing, and permitting for mining projects across western Canada and northern territories. The role emphasizes technical execution within a multidisciplinary Environmental Services team and...Senior
Stantec
Winnipeg, MB5 hours ago - ...with Wealthsimple using SQL and Python for finance, brokerage, and market risk data. This is a hybrid team.As a Senior Data Scientist, you will support financial planning, treasury operations, liquidity management, and brokerage risk assessment. You will develop reliable data...Senior
Wealthsimple Inc.
Winnipeg, MB5 hours ago - ...#TeamBell. The Accounting Systems team is seeking a highly motivated Senior Manager to be a part of the Controller organization’s... ...towards becoming trusted and valued business partners delivering Financial Results in an entirely new way through best-in-class people, processes...SeniorLong term contractFull timeWork at office3 days per week
Bell
Winnipeg, MB5 hours ago - Faites la différence chez BMO en tant que Directeur financier senior, responsable des conseils stratégiques et de la gestion financière. Rejoignez-nous à Montréal pour apporter votre expertise dans la prise de décision. BMO recherche un Directeur financier senior pour guider...Senior
BMO Financial Group
Winnipeg, MB5 hours ago - ...years, Apertera has set the bar for legal, financial, and regulatory translation, serving the... ...’re looking for a Senior Project Manager who thrives on complexity... ...high-stakes environmentsAre an exceptional planner who naturally identifies dependencies, risks...SeniorLong term contractWork at officeRemote work
Apertera
Winnipeg, MB5 hours ago - ...social de Bois-Des-Filion.Vous dirigerez une équipe de 15 personnes dont 5 en direct report et veillerez à l’exactitude des rapports financiers. Le poste exige un Bachelor et le titre CPA, plus une expérience d’au moins 10-12 ans; une maîtrise avancée d’Excel et la gestion...Senior
A1 Imports Inc
Winnipeg, MB5 hours ago - Block, Inc. is seeking a Senior Analyst to own reconciliation and reporting end-to-end for the Cash App platform, including card-network settlement, settlements with banks, and data from processors.You will translate needs into measurable metrics, develop automated SQL reporting...Senior
Block, Inc.
Winnipeg, MB5 hours ago - ..., per week.- Week 9 & 10 at 2-hours, per week.- Leading to Up-to 40 hours upon extensionProject Description: PwC Canada requires a Senior Finance Consultant, to act as a part of PwC's internal SAP Practice leading as subject matter expert and providing ongoing advisor and...SeniorPart timeImmediate start10 hours per week
PwC Canada
Winnipeg, MB5 hours ago - ...recherche un contrôleur expérimenté pour diriger l’équipe comptable et collaborer avec les opérations afin d’assurer la performance financière et opérationnelle.Vous superviserez les clôtures mensuelles, analyserez les écarts, soutiendrez le budget et garantirez les contrôles...Senior
Maple Leaf Foods Inc
Winnipeg, MB5 hours ago - ...million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union... ...big opportunity.We can’t wait to get to know you!The Work The Senior Director, Financial Planning and Analysis leads the Bank’s enterprise...SeniorHourly payPermanent employmentFull timeInternshipWork at office
EQ Bank | Canada's Challenger Bank
Winnipeg, MB5 hours ago - ...entant que conseillère ou conseiller senior enplanification financière dans l’équipe de support,à la Banque... ...planificatrices financières etplanificateurs financiers afin de promouvoir les meilleures... ...le titre de CertifiedFinancial Planner (CFP®) ou de Pl. Fin. (Planificateur...SeniorApprenticeshipWork at officeRemote workFlexible hours
National Bank of Canada
Winnipeg, MB5 hours ago - Lead valuations for financial instruments at PwC as a Senior Manager. This critical role blends expertise in capital markets with strategic advisory for high-stakes client engagements. In this Senior Manager position, you will analyze and value diverse financial instruments...Senior
PwC
Winnipeg, MB5 hours ago - Quorum is seeking a Controller to oversee accounting, financial reporting, planning, treasury, and control functions. This role provides financial insight to support growth and IFRS-compliant reporting, aligning risk management with strategic objectives.The position covers...SeniorFlexible hours
Valsoft Corporation
Winnipeg, MB5 hours ago $118.6k - $197.6k per year
...Management LevelSenior Manager Job Description & SummaryJoin PwC’s Financial Services Risk and Regulation practice, where we’re reimagining... ...next. The OpportunityAs a Financial Services Internal Audit Senior Manager, unlock your potential and embrace the chance to drive...SeniorContract workLocal areaVisa sponsorshipWork visaPwC
Winnipeg, MB5 hours ago$148k - $222.5k per year
Financial Services Finance Transformation - Senior Manager Location: TorontoOther locations: Primary Location OnlyDate: Sep 29, 2026Requisition ID: 1747942At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of...SeniorWeekend workEY
Winnipeg, MB5 hours ago- ...définition de la stratégie à long terme de Mine Raglan et à la création de valeur de l’actif.Vos responsabilités incluent la modélisation financière, l’intégration des données techniques et financières et la recommandation d’investissements tout en coordonnant le financement...Senior
Comité sectoriel de main-d'oeuvre de l'industrie des mines (...
Winnipeg, MB5 hours ago $59.8k - $99.7k per year
...Permanent Full Time The Senior Financial Reporting Analyst supports SAP-related business, accounting and financial reporting processes within Lifeco Global across Canada, Europe (UK, Germany, Ireland, Reinsurance), and the US. The role provides oversight on processes, recommends...SeniorPermanent employmentFull timePart timeInternshipWork at officeFlexible hours$90 - $100 per hour
Agilus by Synergie is recruiting for a Senior Financial Analyst – Legal Entity & External Reporting in the Oil and Gas Sector in calgary, Alberta.The External Reporting and Legal Entity Reporting Team has an opportunity for a highly motivated and dynamic individual to fill the...SeniorHourly payContract workShift workAgilus Consulting Group
Winnipeg, MB5 hours ago$115.6k - $163.2k per year
...best practices, and the Institute of Internal Auditors requirements. As a Quality Control Senior Audit Manager, you’ll plan and perform complex quality control reviews for the Financial Crimes Audit teams. You will be managing associated working relationships with internal...SeniorLong term contractWork from homeTD Bank Group
Winnipeg, MB5 hours ago- ...Winpak Division is seeking a Production Planner to join our Production Control team based in Winnipeg, Manitoba . Reporting to the... ...providing comprehensive benefits to support the physical, mental and financial well-being of our employees and their families. Our benefit...Long term contractTemporary workWork at office
- ...Senior Financial Analyst Location: Alberta, Canada Job Type: Contract / Temporary Experience: 7+ Years of Progressive Financial Experience Professional Designation: CPA or CPA-in-Progress Position Overview We are seeking an experienced Senior Financial...SeniorContract workTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Uhnw Financial Planner. Be the first to apply!
Related searches
- associate financial representative Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- associate financial advisor Winnipeg, MB
- financial advisor Winnipeg, MB
- planificateur financier Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- conseiller financier Winnipeg, MB