Senior Wealth Planner for High-Net-Worth Clients

rbc; Outaouais; On-site; CAD 90,000 - 130,000; Full time

Job summary

RBC Dominion Securities Gatineau is seeking an experienced financial planning professional to join a high-performing team. You will work closely with the portfolio manager to deliver comprehensive planning to high-net-worth individuals, families, and business owners.

You will integrate planning into the client experience across retirement, tax, estate, and wealth transfer. The ideal candidate is a relationship-driven planner who thrives in a collaborative environment and directly serves clients.

Qualifications

• Minimum 5 years of experience in financial planning or wealth management.
• Financial planner diploma from the Institute of Financial Planning.
• Experience with high-net-worth clients.
• Bilingual English and French required.
• Strong analytical, problem-solving, and attention to detail.
• High client service orientation and interpersonal skills.
• Proficiency with Microsoft 365 Apps.

Responsibilities

• Deliver comprehensive financial plans for retirement, estate, charitable and business succession planning.
• Prepare wealth projections and modeling to support client objectives.
• Attend client meetings with the portfolio manager and translate planning concepts into actionable strategies.
• Identify opportunities for asset consolidation, referrals, and planning improvements within the client base.
• Partner with the portfolio manager to integrate financial planning into the core client experience.
• Coordinate with internal specialists, external advisors, and COIs.
• Ensure smooth execution from meeting preparation to post-meeting follow-ups.
• Maintain knowledge of financial planning best practices, tax legislation, and regulatory requirements.
• Support team development by sharing insights, planning tools, and best practices.

Skills

Bilingual (English/French)

Analytical skills

Problem solving

Interpersonal skills

Attention to detail

Client service orientation

Education

Financial planner diploma (Institute of Financial Planning)

Tools

Microsoft 365 Apps

Job description

RBC Dominion Securities Gatineau is seeking an experienced financial planning professional to join a high-performing team. You will work closely with the portfolio manager to deliver comprehensive planning to high-net-worth individuals, families, and business owners.

You will integrate planning into the client experience across retirement, tax, estate, and wealth transfer. The ideal candidate is a relationship-driven planner who thrives in a collaborative environment and directly serves clients.