Family Enterprise Financial Planner

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 stepsDeliver educational presentations on wealth management strategiesStrengthen client relationships through insightful advice and timely actionRecognize consolidation opportunities and potential referral sourcesMaintain accurate net worth and cash flow recordsRequirements:
Self-starter who demonstrates autonomy and accountabilityCPA designation and In-Depth Tax ProgramEight to ten-plus years of relevant industry experienceExperience servicing High-Net-Worth and Ultra-High-Net-Worth clientsStrong written, verbal, analytical, and problem-solving abilitiesCombine client communication, business development, and comprehensive planning skills as a Family Enterprise Financial Planner at RBC.
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