Senior Associate Advisor & Ultra-High-Net-Worth Financial Wealth Planner

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and helps our clients achieve their financial goals.

As a senior member of the Harp Dhillon Group, a successful and growing private-client discretionary wealth management team, your role as a Senior Associate Wealth Advisor and Ultra-High-Net-Worth (UHNW) Financial Planner is to provide high-value, customized advice and wealth management strategies to High Net-Worth (HNW) and UHNW clients. You will also assist with business development, opportunity spotting, and revenue generation.

What will you do?

Business Delivery & Operational Management

• Collaborate with our Financial Planning and Estate Planning groups to prepare comprehensive plans tailored to clients' needs in financial, investment, retirement, and risk management areas.
• Provide expert advice on issues like holding companies, employee stock options, pension plans, retirement agreements, gift and charitable planning.
• Deliver presentations to clients, centers of influence, prospects, and educate business owners on wealth management options and recent developments.
• Promote a work environment that encourages innovation, creativity, collaboration, and diversity.
• Contribute actively to clients’ peace of mind and the team’s business development efforts.
• Develop strong internal and external networks and referral sources.

Client & Relationship Management

• Build and maintain relationships with high and ultra-high-net-worth clients, and their professional advisors.
• Assist clients and their accountants with year-end tax preparation.
• Ensure clients benefit from tax-minimizing strategies, including RRSPs, TFSAs, IPPs, RCAs, trusts, and insurance.
• Maintain accurate records of clients’ net worth and cash flow statements.
• Review tax returns for planning opportunities and coordinate with professionals for implementation.
• Support clients' charitable and legacy planning goals.

Must-have

• CPA designation
• 8-10+ years of relevant industry experience
• Experience working with HNW and UHNW clients

Nice-to-have

• In-depth tax course
• Experience as a Senior Tax Manager or similar role in an accounting firm or investment dealer

Additional qualifications include CFP, other finance designations, and life insurance credentials.

What’s in it for you?

We foster growth, innovation, and collaboration, supporting your development and success. Our benefits include a competitive total rewards package, leadership support, meaningful work, and building close client relationships. The position offers a compensation range over $125,000, with potential for significant bonuses based on performance.

Our compensation philosophy emphasizes attracting and retaining top talent to drive high performance, strategic achievement, and shareholder value.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address: 745 Thurlow St, Vancouver

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-25

Application Deadline: 2025-05-12

Note: Applications will be accepted until 11:59 PM on the day prior to the deadline.

Conclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion, fostering a workplace where employees feel supported, respected, and able to perform at their best. We are committed to creating an environment of belonging and opportunity for all.

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