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.
#J-18808-Ljbffr

Apply

Vacancy posted 1 hour ago

Similar jobs that could be interesting for youBased on the Family Enterprise Financial Planning Advisor in Winnipeg, MB vacancy

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...
Suggested
RBC Dominion Securities Inc.
Winnipeg, MB
1 hour ago
Senior Financial Planning Advisor
A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients and Investment Advisors by... ...promote your wellbeing and that of your family such as: Health and wellness...
Suggested
Long term contract
Flexible hours
National Bank of Canada
Winnipeg, MB
1 hour ago
Financial Planning And Analysis Advisor
Drive financial performance at iA Financial Group through strategic analysis, forecasting, and investment... ...work environment.As a Financial Performance Advisor, you will support the Investments sector through financial planning, results analysis, and management process optimization...
Suggested
IA Financial Services Inc.
Winnipeg, MB
1 hour ago
Financial Planning Training Advisor
Develop financial planning capabilities through training design, expert guidance, and investment... ...Senior Investment and Financial Planning Advisor works within the Investment Advisory... ...designation and Institut de planification financière membershipFinancial planner experience...
Suggested
National Bank of Canada
Winnipeg, MB
1 hour ago
Financial Life Planning Advisor
...Rich, Fulfilling Life™ through high touch financial planning, relationship-driven guidance, and long-... ...or back-office planning role. Our advisors are expected to lead relationships, build... ...meetings. Present Initial Financial Life Plans (IFLPs) and Final Financial Life Plans (...
Suggested
Long term contract
Local area
Immediate start
Remote work
Afternoon shift
RFL Wealth Management
Winnipeg, MB
1 hour ago
Senior Manager, Financial Planning, Costing
...fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is... ...of work Defined-contribution pension plan with generous employer participation from the first day of work Employee and family assistance program Education assistance...
Permanent employment
Full time
Work at office
Remote work
Domtar
Winnipeg, MB
1 day ago
Hybrid Business Growth & Family Planning Advisor
...Consultant to help business owners understand value and develop plans for growth or transition. The role emphasizes advising the business and family as a unit, leveraging internal experts to align personal and business financial planning. You will conduct needs assessments, provide...
Avenue.io Inc.
Winnipeg, MB
1 hour ago
Senior Financial Planning & Tax Advisor
National Bank of Canada is seeking a Financial Planning Expert Advisor for the Business Banking and Private Banking 1859 team in Montreal. You will act... ...tax specialist, guiding advisors, preparing integrated plans, and presenting recommendations to clients with their legal...
National Bank of Canada
Winnipeg, MB
1 hour ago
Sr. Financial Planner (FPC Compensation Plan)
...relationship management, in-depth financial advice and exceptional client... ...portfolio and helping clients plan for today’s needs and tomorrow... .... You’ll mentor a team of advisors to problem solve and provide comprehensive... ...AMF (Autorité des Marchés Financiers) licensing, and Registered...
Bank staff
Local area
Flexible hours
Afternoon shift
CIBC
Winnipeg, MB
1 day ago
Sr Advisor, Enterprise Finance Planning & Analysis (Fp&A)
...operational excellence, innovation, and sustainable growth. We are looking for a Sr Advisor, Enterprise Finance Planning & Analysis (FP&A) to support enterprise-wide budgeting, forecasting, financial analysis, and performance management. In this role, you will provide meaningful...
Work at office
Local area
Work from home
Flexible hours
Enbridge
Winnipeg, MB
1 hour ago
Associate, Financial Planning
$135k - $200k per year
...leading independent full-service financial services firm, with... ...for an Associate, Financial Planning to join the MacInnes Group in... ...William MacInnes, Senior Wealth Advisor and Portfolio Manager, the MacInnes... ...private investors, and their families. This is a great opportunity...
Long term contract
Permanent employment
Work at office
Canaccord Genuity Group Inc.
Winnipeg, MB
1 hour ago
Senior Advisor (Conquest Planning) Financial Planning Support Team
...Operations Location(s): Montreal A career as a Senior Financial Planning Advisor in the Support team at National Bank means acting as a... ...flexible benefits to help promote your wellbeing and that of your family such as: Health and wellness program, including many...
Permanent employment
Full time
Work at office
Flexible hours
Banque Nationale du Canada
Winnipeg, MB
1 hour ago
Financial Planning Consultant
...be doing You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive... ...with CIBC banking centre based advisors for their clients. The team operates within... ...define and analyze their priorities and family dynamic, identifying opportunities to optimize...
Remote work
CIBC
Winnipeg, MB
1 hour ago
Financial Advisor - Garden City Square, Winnipeg, MB
...About the role What your role will be… Financial Advisor At Scotiabank we help employees build... ...Building our customer’s comprehensive plans using a holistic approach to help them... ...every future", we help our customers, their families and their communities achieve success...
Scotiabank
Winnipeg, MB
1 day ago
Wealth Planning Advisor, Private Wealth
$70k - $150k per year
...2026Address: 1501 McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business unit... ...wealth.Role Overview The Wealth Planning Advisor (WPA) is responsible for providing financial planning support to Private Wealth...
Part time
Work at office
Work from home
BMO
Winnipeg, MB
1 hour ago
Manager, Financial Planning And Accommodations
$102.33k - $137.71k per year
...days) to receive an alert: Manager, Financial Planning and AccommodationsJob InformationJob Title... ...strategic leader and trusted financial advisor, the Manager, Financial Planning and... ...partnerships with internal stakeholders, Alberta Enterprise Corporation (AEC), Alberta Innovates (...
Permanent employment
Full time
Temporary work
Part time
Work at office
Monday to friday
Oipc Ab
Winnipeg, MB
1 hour ago
Financial Planning Consultant
...provide dedicated relationship management, in-depth financial advice and exceptional client service. As a... ...for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial...
Bank staff
Local area
Flexible hours
Afternoon shift
Canadian Imperial Bank of Commerce (Canada)
Winnipeg, MB
1 hour ago
Financial Planning Analyst
Job Description What is the opportunity? As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst prepares comprehensive financial plans. The Financial Planning Analyst works in partnership with the Financial Planning Specialists to achieve...
Work at office
Flexible hours
Royal Bank of Canada
Winnipeg, MB
1 hour ago
Financial Planning & Analysis Manager
...This position performs complex financial procedures, prepares financial plans, and reports on a periodic or ad hoc... ...proficiency in the use of a global enterprise resource planning (ERP) system, such... ...education reimbursement, employee and family assistance programs, and much more....
For contractors
Work at office
Local area
Flexible hours
Fluor Corp
Winnipeg, MB
1 hour ago
Vp, Financial Planning & Analysis
...organization serving leading law firms, financial institutions and professional... ...seeking a Vice President, Financial Planning & Analysis to lead enterprise‑wide planning, forecasting, management... ...ancestry, citizenship, disability, family status, marital status, source of income...
Long term contract
Internship
Remote work
K2 Services LLC
Winnipeg, MB
1 hour ago
Strategic Planning Advisor Alberta
Shape enterprise strategy through market research and strategic foresight... ...as a full-time temporary Advisor in Alberta’s hybrid work model... ...competitive intelligence, financial analysis, market research, and... ...years of progressive strategic planning experienceExperience in...
Full time
Contract work
Temporary work
Servus Credit Union
Winnipeg, MB
1 hour ago
Advisor, Strategic Planning
$81.14k - $95.47k per year
...Corporate Affairs, Policy, Planning and Projects Division / Strategic... ...Prioritization Branch is seeking an Advisor, Strategic Planning, Corporate... ...branch deliverables across enterprise strategic planning, strategic... ...into high-quality strategic plans, executive and decision-...
Permanent employment
ALCOHOL AND GAMING COMMISSION OF ONTARIO
Winnipeg, MB
1 hour ago
Business And Fiscal Planning Advisor
...with possible extension Help guide the financial planning behind Ontario's transportation... ...currently hiring Business and Fiscal Planning Advisors in two offices: In the Agency Financial... ...-protected grounds such as disability, family status and religion. For more...
Permanent employment
Temporary work
Work at office
Ministry Of Transportation Ontario
Winnipeg, MB
1 hour ago
Estate Planning Advisor (Insurance)
...Net Worth (UHNW) individuals, families, and business owners to help... ...sophisticated insurance and estate planning solutions. By leveraging... ...help clients address complex financial, business succession, and... ...Opportunity As a Estate Planning Advisor (Insurance), you will partner...
Long term contract
Work from home
TD Bank Group
Winnipeg, MB
1 hour ago
Estate Planning Advisor (Insurance)
...HNW) clients with holistic discovery and planning towards customized wealth advice and... ...strategies as part of the client’s overall financial plan. Offer insurance solutions utilizing insurance... ...our colleagues to help them and their families achieve their financial, physical, and...
Minimum wage
Local area
Work from home
TD
Winnipeg, MB
1 hour ago
Manager, Financial Planning And Analysis
...(in days) to receive an alert:Manager, Financial Planning and AnalysisJoin Livingston andgrow your... ...financial expertise, and act as a trusted advisor to the Senior Leadership Team and ensure... ...analysis of actual to budget, business plan, forecast, strategic plans, and/or project...
Long term contract
Livingston International
Winnipeg, MB
1 hour ago
Senior Manager, Financial Planning
$110k - $140k per year
Join to apply for the Senior Manager, Financial Planning role at Common Wealth Retirement .... ...digital platform that helps Canadians plan, save, and build reliable retirement income... ...closely with a growing network of advisors to deliver our retirement solutions. In...
Work at office
Flexible hours
Common Wealth Retirement
Winnipeg, MB
1 hour ago
Advisor, Environmental Coordination And Planning
...challenge? We are looking for an Advisor, Environmental Coordination and Planning. The role We are seeking an Advisor... ...management tools as well as financial tracking systems such as SAP, Oracle... ...group insurance for you and your family: medical, dental, life, disability...
Contract work
Work at office
Flexible hours
Alto
Winnipeg, MB
1 hour ago
Financial Planning Analyst
$89.2k - $111.5k per year
...compressed work-week program (for eligible positions)Position Summary Under the supervision of the Supervisor, Financial Reporting, the Financial Planning Analyst is responsible for providing program specific financial support in the areas of budget, reporting, and business...
Permanent employment
Contract work
The Corporation of The Town of Milton
Winnipeg, MB
1 hour ago
Director, Global Strategy - Enterprise Planning
$149k - $195k per year
As the Director of Global Enterprise Planning on the Strategy team, you architect the planning system... ...regional teams to develop integrated financial and strategic planning models that... ...paid days to get outside & explore). Family support - Parental leave top-up and a...
Long term contract
Work at office
Remote work
Arc'teryx Equipment
Winnipeg, MB
1 hour ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Family Enterprise Financial Planning Advisor. Be the first to apply!