Find work in Canada.

487,440 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 20 mins ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
Help drive TB strategic vision by supporting market/product strategies with a focus on Liquidity and Payment best practices, processes and program delivery.
Added 2 hours ago
H
Assistant Marketing Manager
Hytera
Toronto, ON
- Full-time
Administer the Dealer Marketing Development Fund (MDF) program: confirm fund availability, verify requested activities meet our funding policy, collect supporting evidence, and follow…
Added 3 hours ago
TD
Paid Media Strategist
Tiller Digital
Calgary, AB
- Full-time
Set up and validate campaign tracking within advertising platforms, including Google Ads, LinkedIn Campaign Manager, and Meta Ads Manager
Added 4 hours ago
SB
Licensing Intern (Jan-Sept 2027)
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a Licensing Intern (Jan-Sept 2027), you will be part of a dedicated team based in Mississauga, Ontario and reporting to the Licensing Manager.
Added 4 hours ago
SB
Channel Marketing Coordinator
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a Channel Marketing Coordinator, you will be part of a dedicated team based in Mississauga, Ontario and reporting to the Category Manager. This is an entry-level role designed to build…
Added 7 hours ago
QR
National Account Sales Manager-Retail
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
Lead annual negotiations including pricing, trade spend, program fees, rebates, and promotional/flyer participation
Added 9 hours ago
Assitant project manager - Building
Pomerleau
Montreal, QC
As assitant project manager working in our Building Operations team at Pomerleau, you manage several activities and deadlines to gain a clearer picture of client, team and project needs.…
Added 1 day ago
S
Regional Sales Manager, Nuclear
Shawflex
Concord, ON
- Full-time
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…
Added 1 day ago
S
Regional Sales Manager, Nuclear
Shawflex
Toronto, ON · Etobicoke, ON
- Full-time
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…
Added 1 day ago
Regional Sales Manager, Nuclear
Mattr
Toronto, ON · Vaughan, ON · Etobicoke, ON
As Regional Sales Manager, Nuclear, you will play a critical role in growing Shawflex's nuclear products and services business across Canada. Success in this role means expanding sales and…
Added 1 day ago
AP
Manager, Data Operations
Alexion Pharmaceuticals, Inc.
Mississauga, ON
- Full-time
Cross-Team and Vendor Connectivity: Collaborate with Trade and Distribution, Market Access, Commercial Operations, Decision Science, Reporting and Insights, CRM, IT and external data…
Added 2 days ago
Global Account Manager
WestJet Group
Calgary, AB
Reporting to the Manager, Agency & Specialty Sales, the Global Account Manager leads air sales efforts to maximize revenue and drive market share growth within a portfolio of online travel…
Added 2 days ago
S
Automotive Sales Specialist (Quebec and Atlanta Canada)
SureWerx
Montreal, QC
- Full-time
We are looking for a full-time Automotive Sales Specialist to join the SureWerx Sales team, supporting customers and distributor partners throughout Quebec. Reporting to the Regional Sales…
Added 2 days ago
S
Automotive Sales Specialist (GTA / Southern Ontario)
SureWerx
Toronto, ON
- Full-time
We are looking for a full-time Automotive Sales Specialist to join the SureWerx Sales team, supporting customers and distributor partners throughout the GTA and Southern Ontario. Reporting…
Added 2 days ago
S
Automotive Sales Specialist (Manitoba and Northern Ontario)
SureWerx
Winnipeg, MB
- Full-time
We are looking for a full-time Automotive Sales Specialist to join the SureWerx Sales team, supporting customers and distributor partners throughout Manitoba and Northern Ontario. Reporting…
Added 2 days ago
FT
Inside Sales - Inside Sales Specialist
Fast Tire Co
Vaudreuil-Dorion, QC
- Full-time
Reporting to the Regional Sales Manager – West, the Inside Sales Specialist is responsible for growing revenue and strengthening customer relationships within an assigned portfolio. The…
Added 2 days ago
CH
Trade Marketing Manager
Charton Hobbs Group
Calgary, AB
- Full-time
The Trade Marketing Manager, Alberta is responsible for developing and recommending trade marketing strategies and annual commercial plans that support business objectives and drive…
Added 2 days ago
QR
Sales Representative - Retail
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Saskatoon, SK
- Full-time
…proximity of Saskatoon. Under the supervision of the Retail Sales Manager, the Representative will ensure the development of new customers and the retention of existing customers in the…
Added 2 days ago
CH
Territory Manager, Acute Care, Ontario
Cardinal Health Canada
ON · Ontario, Canada
- Full-time
The Territory Manager, Acute Care, Ontario is responsible for building strong relationships across multiple stakeholders and developing customer‑specific plans that integrate Cardinal…
Added 2 days ago
R
Transaction Processing Administrator
RBC
Toronto, ON
- Full-time
Excellent career development and progression opportunities
Added 2 days ago
EE
Senior Corporate Accountant - 14 Month Term
Emera Energy
Halifax, NS
- Full-time
Based in Halifax Nova Scotia, EE is a wholly owned subsidiary of Emera Inc. (TSX: EMA, NYSE: EMA). We market and trade natural gas and power and provide a full suite of energy management…
Added 2 days ago
A
Manager, Data Operations
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
Cross-Team and Vendor Connectivity: Collaborate with Trade and Distribution, Market Access, Commercial Operations, Decision Science, Reporting and Insights, CRM, IT and external data…
Added 2 days ago
B
BMO Capital Markets Summer 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client…
Added 2 days ago
Inside Sales - Inside Sales Specialist
Fastco
Vaudreuil-Dorion, QC
Reporting to the Regional Sales Manager – West, the Inside Sales Specialist is responsible for growing revenue and strengthening customer relationships within an assigned portfolio. The…
Added 2 days ago
Sector Account Advisor (Contract)
Independent Electricity System Operator
Canada
The Sector Account Advisor acts as a strategic relationship manager for key market participants and large electricity customers, focusing on transmission-connected industrial loads and…

RBC Dominion Securities

Ultra-High-Net-Worth Financial Planner

Vancouver, BC, Canada

The expected salary for this position is $110,000 - 125,000+ depending on your experience, skills, designations, registration status, market conditions, and business needs. · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: The expected salary for this position is $110,000 - 125,000+ depending on your experience, skills, designations, registration status, market conditions, and business needs.
Job type: Full-time
Apply by: Nov 13, 2026
Experience: A minimum of 8–10+ years of relevant industry experience
Posting language: English
Posted: Oct 22, 2026

Original job description

Job Description

What is the opportunity?

A Chairman’s Council Family Enterprise Advisory team within RBC Dominion Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth (UHNW) Financial Planner.

The role is part of a growing, focused advisory team and is intended for an established professional with comprehensive financial planning skills addressing complex UHNW client situations, who is seeking to apply those skills in an entrepreneurial, purpose-driven advisory setting - while benefiting from the scale, brand, and resources of RBC Dominion Securities.

The role partners closely with the Family Enterprise Advisor to deliver high-value, tailored advice and wealth management strategies to Ultra High Net-Worth and High Net Worth clients. As a valued business partner, you will also assist with business development, opportunity spotting, and revenue generation.

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 equips us to help our clients achieve their financial goals.

What will you do?

Holistic Planning & Strategic Recommendations

Deliver exceptional, white-glove and complete financial planning to ultra-high-net-worth clients, with particular focus on our most significant and complex relationships.
Understand each client’s broader family circumstances, goals, assets, liabilities, corporate structures, cash flow, tax position, estate considerations, insurance needs, succession, philanthropy and intergenerational objectives, and connect these elements into a clear financial roadmap.
Prepare comprehensive plans covering wealth, investment, retirement, tax optimization and risk management.
Identify planning needs, opportunities, risks and gaps; consider alternatives and trade-offs; interpret what the numbers mean in the context of the client’s circumstances; and develop thoughtful, practical recommendations.
Provide expert knowledge on complex client situations, such as holding companies, employee stock options, individual pension plans, retirement compensation arrangements, and gift and charitable planning.

Tax, Estate & Year-End Planning

Conduct structured financial health checks and lead year-end and tax planning for ultra-high-net-worth (AAA) clients before their fiscal or calendar year-end; complete needs-based reviews for AA clients in coordination with advisors.
Ensure every client is benefiting from the tax-minimizing options available to them (including RRSPs, TFSAs, IPPs, RCAs, spousal loans, trusts and insurance strategies).
Review tax returns to identify tax planning opportunities and help clients and their accountants with year-end tax filing preparation.
Develop planning ideas within professional boundaries, and coordinate with accountants and lawyers where their expertise is required for implementation.
Work with clients to achieve their charitable, legacy and intergenerational planning goals.

Client Communication & Relationships

Communicate findings, strategies, alternatives and recommendations clearly and confidently, in language clients can understand.
Lead planning-focused client meetings when appropriate, explain the reasoning and implications behind recommendations, answer questions and establish clear next steps.
Foster and strengthen existing high- and ultra-high-net-worth client relationships, contributing to clients’ peace of mind, satisfaction and loyalty through insightful advice and timely action.
Deliver educational presentations to clients, prospects and Centres of Influence on wealth management strategies and recent developments (budget changes, tax changes, etc.).

Integration & Collaboration

Build strong professional relationships with RBC Family Office specialists, including estate, planning and insurance, and with external professionals such as accountants and lawyers.
Coordinate their areas of advice into a cohesive wealth strategy and contribute meaningfully to professional discussions on behalf of clients.
Develop strong internal and external networks and referral sources.
Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.

Growth & Practice Excellence

Recognize consolidation opportunities, unmet planning needs and areas where relationships can be deepened, contributing to the team’s business development and asset and revenue growth.
Maintain high standards of accuracy, compliance, integrity and professionalism throughout the planning process, with clear documentation, appropriate escalation and effective coordination.
Maintain up-to-date records of clients’ net worth and cash flow statements.

How We Work

Success in this role requires consistent alignment with the following operating expectations:

End-to-end ownership: Take responsibility for matters from identification through completion. Maintain momentum, coordinate the necessary people and resources, and ensure nothing is left unresolved or passed along without clear accountability.
Proactivity: Anticipate client and team needs, identify opportunities, risks and next steps, and act without waiting for detailed direction. Bring forward an informed perspective, recommendations and possible solutions.
Presence & engagement: Be present, accessible and fully engaged at work. The role is office-based five days a week, with reasonable flexibility for family and personal commitments
Commitment to outcomes: Manage time according to client, team and business needs rather than treating the workday as strictly clock-based.
Continuous learning: Take personal responsibility for developing your technical knowledge, strategic judgment, critical thinking and communication skills, and actively seek development opportunities rather than relying primarily on others to provide instruction.

What do you need to succeed?

A self-starter who thrives with autonomy and accountability
CPA designation
The In-Depth Tax Program
A minimum of 8–10+ years of relevant industry experience
Experience servicing High-Net-Worth and Ultra-High-Net-Worth clients
Deep working knowledge of financial planning, tax, estate, insurance, retirement, corporate and wealth-planning principles
Strong analytical and problem-solving skills; uses quantitative analysis and planning tools effectively while recognizing that calculations support, rather than replace, professional judgment
A holistic, big-picture thinker who questions assumptions, recognizes what may be missing and understands implications across the client’s overall wealth strategy
Communicates complex planning concepts clearly, confidently and appropriately for the audience; listens carefully and builds trust with clients, colleagues, RBC partners and external professionals
Exceptional interpersonal skills and emotional intelligence
Strong written and verbal communication skills

Nice-to-have

CFP designation
In-depth tax course
A background in one of the following areas would be considered an asset:
- Senior Tax Manager with a reputable accounting firm
- Similar role with another wealth management firm
- Senior Financial Planner
- A senior role in a reputable Family Office
Other Finance Designations
Life Insurance Designations

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
Leaders who support your development through coaching and mentoring opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work and to build close relationships with clients

The expected salary for this position is $110,000 - 125,000+ depending on your experience, skills, designations, registration status, market conditions, and business needs.

You have the potential to earn considerably more through the robust discretionary bonus program of RBC Dominion Securities which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that:

Drives RBC's high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above-market shareholder value

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

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:

2026-10-22

Application Deadline:

2026-11-13

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

Develop comprehensive financial plans and tailored wealth strategies for high- and ultra-high-net-worth clients, covering tax, estate, retirement, insurance, corporate, charitable, and intergenerational needs. Lead client planning discussions, coordinate with internal specialists and external professionals, and contribute to business development, relationship growth, and compliant practice operations.

Requirements

Requires a CPA designation, the In-Depth Tax Program, and at least 8–10+ years of relevant experience serving high- and ultra-high-net-worth clients. Candidates should have deep financial, tax, estate, insurance, retirement, corporate, and wealth-planning knowledge, along with strong analytical, communication, interpersonal, and problem-solving skills.

Skills

Financial Planning
Tax Planning
Estate Planning
Wealth Management
Retirement Planning
Insurance Planning
Corporate Planning
Business Development
Quantitative Analysis
Strategic Recommendations
Communication
Interpersonal Skills
Problem-Solving
Financial Modeling
Collaboration

Benefits

Flexible Benefits
Coaching And Mentoring
Discretionary Bonus

Visa sponsorship

Not detected in the job text

Keywords

Ultra-High-Net-Worth
High-Net-Worth
Financial Planning
Wealth Management
CPA
In-Depth Tax Program
CFP
Tax Optimization
Estate Planning
Retirement Planning
Insurance Strategies
Corporate Structures
Holding Companies
Employee Stock Options
Individual Pension Plans
Trusts
Spousal Loans
Charitable Planning
Intergenerational Planning
Cash Flow Analysis
Net Worth Statements
Year-End Planning
Business Development
RBC Family Office
Accountant Coordination
Lawyer Coordination
Risk Management
Financial Health Checks

Report this job