Senior Wealth Planning Architect for HNW Clients

RBC Dominion Securities

Guelph

On-site

CAD 38,000 - 60,000

Full time

9 days ago

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Benefits offered by this job

Health benefits

Bonuses

Vacation & flex days

Job summary

RBC Dominion Securities is seeking a Wealth Planning Specialist to join the ES Private Wealth team in Guelph. You will deliver comprehensive financial planning and wealth management for high net worth clients, partnering with senior planners, advisors, and external partners.

You will handle discovery, coordinate with specialists, and guide complex planning challenges while maintaining confidentiality and high professional standards. This role supports growth in a leading advisor team.

Qualifications

CFP designation is required.
10+ years of securities industry and complex wealth/financial planning experience.
World-class client service skills and proactive approach.
Meticulous, detail-oriented with strong organizational abilities.
Discretion with highly confidential information and professional demeanor.
Excellent verbal and written communication for diverse audiences.

Responsibilities

Develop comprehensive financial and wealth plans for complex clients.
Coordinate with internal partners and external advisors to enable a family office solution.
Manage insurance opportunities and annual touchpoints with clients.
Share knowledge across the team through educational content and presentations.
Build relationships with Centers of Influence and continuously improve wealth planning processes.