Financial Advisory Consultant

Job Description

What is the opportunity?

RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.

Financial Advisory Support (FAST) is a centralized subject matter expert team of highly accredited tax, estate and advanced planning professionals responsible for providing specific tax, estate and financial planning information to advisors and clients within RBC.

What will you do?

Primary contact for RBC advisors, Wealth Management clients and client-facing Family Office Services professionals for sound guidance on a broad range of technical tax, estate and financial planning ideas and strategies

Effectively communicate expert knowledge around issues affecting HNW individuals and private business owners, such as : corporate reorganizations, investing through a holding company, use of trust structures, sale of a business, employee stock options, etc.

Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters

Provide guidance and information with respect to estate, incapacity and disability planning, including Wills and powers of attorney, family law matters and creditor protection strategies

Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients

Lead presentations on specific topics to advisors on a periodic basis

Keep current with pertinent legislative changes

Actively participate in strategic projects with internal business partners across the organization

What do you need to succeed?

Must have

University degree supported by a professional designation (CPA, MTax or LL.B.)

7 years of related experience in tax, estate, and advanced financial planning

Strong research skills, analytical and problem-solving skills with ability to analyze data

Able to work independently and collaboratively within a team

Dedication and motivation to achieve high standards of client service, accuracy and professionalism in the performance of duties

The ability to prioritize and organize multiple assignments to consistently meet deadlines

Excellent verbal and written communication and interpersonal skills

Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and / or employees across Canada with English and French speaking needs.

Nice to have

Financial planning designation : CFP, RFP, or IQPF is an asset

CICA In Depth tax course or equivalent a strong asset

US Planning knowledge would be a strong asset

Owner-manager taxation and corporate reorganizations

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Business Tax Planning, Estate Tax Planning, Income Tax Planning, Tax Planning, U.S. Taxations, US Corporate Tax, US Corporate Tax Compliance - International

Additional Job Details

Address :

1 PLACE VILLE MARIE : MONTRÉAL

City : Montréal

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-10-25

Application Deadline :

2026-01-31

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

I nclusion and Equal Opportunity Employment

At 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.

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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 .