HNW Wealth & Business Owner Planning Specialist

0000050599 RBC Dominion Securities Inc.; Vancouver; On-site; CAD 130,000 - 140,000; Full time

Job summary

A leading financial institution is seeking an experienced Business Owner Specialist to join their HNW Planning Services team in Vancouver. This role involves delivering customized planning information and guidance on tax, estate, and business succession to high net worth clients. Candidates must have a relevant university degree, 12 years of experience in private corporate tax and estate planning, and be bilingual in English and French. The position offers a salary range of $130,000 - $140,000 based on experience.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Development and coaching support

Opportunities for challenging work

Building relationships with clients

Qualifications

• 12 years or more of related experience with expertise in Canadian private corporate tax and estate planning.
• Knowledge of private wealth management strategies and trends.
• Bilingualism (English and French) required.

Responsibilities

• Perform a thorough information gathering process about client's circumstances.
• Develop strategies for wealth and legacy plans.
• Provide planning information and strategies to address gaps.
• Ensure effective delivery of business owner planning.

Skills

Cash Management

Client Counseling

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Risk Management

Results-Oriented

Education

University degree supported by CPA, LL.B, JD, or CBV professional designation

Job description

A leading financial institution is seeking an experienced Business Owner Specialist to join their HNW Planning Services team in Vancouver. This role involves delivering customized planning information and guidance on tax, estate, and business succession to high net worth clients. Candidates must have a relevant university degree, 12 years of experience in private corporate tax and estate planning, and be bilingual in English and French. The position offers a salary range of $130,000 - $140,000 based on experience.