Director, Wealth Planner

8 MARINA VIEWonsitedirector

Posted today · via Workday

About this role

Job Description What is the opportunity? As the Director, Wealth Planner, you will be a strategic wealth planning advisor serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families globally, with a specialty in serving Canada-Asia connected clients and families. In this role, you'll provide comprehensive wealth planning guidance, build deep client relationships, and collaborate with RBC specialists worldwide to deliver exceptional value-added services. What will you do? Explore and identify wealth planning needs for HNW and UHNW families, guiding them through asset transfer, trust planning, estate planning, immigration, and family governance matters. Provide holistic wealth planning insights in areas including insurance planning, philanthropy, and next generation engagement.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: express

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in 8 MARINA VIEW. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

express

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