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Financial consultant Jobs in Toronto, ON

Last updated: 2 days ago
Financial Advisory Consultant

Financial Advisory Consultant

Royal Bank of Canada>TORONTO, Canada
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 role...Show moreLast updated: 30+ days ago
CPM / EPM Consultant – Financial Close

CPM / EPM Consultant – Financial Close

The Goal Getters AssociatesToronto, Ontario
We are looking for dynamic, goal-oriented individuals to join our Financial Close Practice (FC).Ideal candidates will have 5+ years of applicable experience working with leading Corporate / Enterpris...Show moreLast updated: 30+ days ago
  • Promoted
Junior Financial Analyst

Junior Financial Analyst

Robert HalfScarborough, ON, CA
CA$65,000.00–CA$70,000.00 yearly
Permanent
Quick Apply
We are offering an exciting opportunity for a Job Cost Analyst to join our team.As a Job Cost Analyst, you will be focused on maintaining and preparing project budgets, monitoring labour costs, and...Show moreLast updated: 7 days ago
  • Promoted
Financial Planning Consultant

Financial Planning Consultant

RBCToronto, ON, Canada
As a member of Wealth Management Services, your role is to help our advisors become proficient and consistent users of the myGPS software with targeted clients (both current and prospective).Provid...Show moreLast updated: 6 days ago
  • Promoted
Financial Consultant Analyst - Agriculture

Financial Consultant Analyst - Agriculture

Opal Corporate ConnectionsToronto, Ontario, Canada
Full-time
You perform financial analysis of files for the commercial client segment of high complexity formulate recommendations and draw up financial packages. You serve as a resource person for financing fi...Show moreLast updated: 6 days ago
financial analysis consultant

financial analysis consultant

Rexton Developments LTDNorth York, ON, CA
CA$28.85 hourly
Full-time +1
Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience : 2 years to less than 3 years. Collect financial and investment information ab...Show moreLast updated: 30+ days ago
Financial System Consultant

Financial System Consultant

CB CanadaToronto, Ontario, Canada
CA$60.00–CA$65.00 hourly
Financial Systems Analyst / Manager.Our client located in Markham Toronto, is looking for a Financial Systems Consultant for a 18 months contract opportunity. Working on a remote model and reporting t...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Randstad CanadaToronto, Ontario, CA
Permanent
Quick Apply
Our client, a leading player in the manufacturing industry, is looking for an ambitious and detail-oriented Financial Analyst to join their dynamic team in a permanent capacity.Based in downtown To...Show moreLast updated: 30+ days ago
Senior Consultant, Financial Crimes (Risk Services)

Senior Consultant, Financial Crimes (Risk Services)

KPMGToronto, Ontario, Canada
Full-time
At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.KPMG's financial cri...Show moreLast updated: 30+ days ago
  • Promoted
Financial Modelling Senior Consultant

Financial Modelling Senior Consultant

Operis Group plc.Old Toronto, ON, Canada
Full-time
We are seeking a Senior Consultant to join our team in Toronto.This role is aimed at people who have some experience in financial modelling and are looking to work in a dynamic and world-class fina...Show moreLast updated: 25 days ago
  • Promoted
Manager / Senior Consultant, Enterprise Risk, Financial Services

Manager / Senior Consultant, Enterprise Risk, Financial Services

CariToronto, ON, Canada
CA$83,000.00–CA$125,000.00 yearly
Permanent
All Available Locations : Toronto, ON.At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerat...Show moreLast updated: 2 days ago
Financial Planning Consultant

Financial Planning Consultant

0000050599 RBC Dominion Securities Inc.TORONTO, Ontario, Canada
CA$34.50 hourly
Full-time
As a member of Wealth Management Services, your role is to help our advisors become proficient and consistent users of the myGPS software with targeted clients (both current and prospective).Provid...Show moreLast updated: 30+ days ago
SR&ED Tax & Financial Consultant

SR&ED Tax & Financial Consultant

BDOBay St,Toronto
CA$45.00–CA$70.00 hourly
Full-time
Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping client...Show moreLast updated: 30+ days ago
Consultant / Senior Consultant, Financial Risk Management (Non-Quant)

Consultant / Senior Consultant, Financial Risk Management (Non-Quant)

KPMG-CanadaToronto, Ontario, Canada
Full-time
At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.Financial Risk Manag...Show moreLast updated: 14 days ago
Consultant - Broking and Financial Management

Consultant - Broking and Financial Management

AonToronto, Ontario, Canada
CA$25,000.00 yearly
Full-time
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon.Applica...Show moreLast updated: 30+ days ago
financial consultant

financial consultant

INDOCAN STUDY INCScarborough, ON, CA
CA$35.90 hourly
Full-time +1
Experience : 3 years to less than 5 years.Identify clients' financial goals and objectives.Analyze clients' financial records. Develop financial plans for clients.Arrange for sale of financial produc...Show moreLast updated: 30+ days ago
Canadian Financial Regulation Consultant

Canadian Financial Regulation Consultant

Fitch RatingsToronto, CA
Part-time +1
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Consultant, Financial Accounting Advisory Services (Treasury)

Senior Consultant, Financial Accounting Advisory Services (Treasury)

Ernst & Young Advisory Services Sdn BhdToronto, ON, Canada
Full-time
Other locations : Primary Location Only.At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best vers...Show moreLast updated: 16 days ago
Financial Planning Software Solutions Consultant

Financial Planning Software Solutions Consultant

RBC - Royal BankToronto, ON
CA$60.00–CA$65.00 hourly
Full-time
As an integral member of the Family Office Services (FOS) team, this position supports the entire RBC sales force in Canada (Investment Advisors, Associates, Financial Planners, Investment & Retire...Show moreLast updated: 30+ days ago
Consultant / Senior Consultant Compliance & Operational Risk (Non- Financial)

Consultant / Senior Consultant Compliance & Operational Risk (Non- Financial)

DeloitteToronto, Ontario, Canada
CA$66,000.00–CA$125,000.00 yearly
Permanent
At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive.Our Purpose is to build a better future by accelerating and expanding access to knowledge...Show moreLast updated: 30+ days ago
Financial Advisory Consultant

Financial Advisory Consultant

Royal Bank of Canada>TORONTO, Canada
30+ days ago
Job description

Job Summary

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

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

Bilingual (French / English), both oral and written

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

A world-class training program in financial services

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

Ability to make a difference and lasting impact

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 :

RBC CENTRE, 155 WELLINGTON ST W : TORONTO

City : TORONTO

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-10-04

Application Deadline :

2025-02-28

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 .