Job Description
What is the opportunity?RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, you’ll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW business owner clients of RBC. What will you do?Perform a thorough information gathering and discovery process to gain insight into the client’s family, business circumstances, financial statements, existing trust and legal agreements, etc.
Review the current situation taking into account the client’s short- and long-term goals, and strategically develop strategies and solutions for the client’s family and business wealth and legacy plans.
Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the client’s RBC Wealth Management advisor.
Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.
Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)
Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)
Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations (flexibility to meet with trusted external advisors, as required)
University degree supported by CPA, LL.B, JD, or CBV professional designation
12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planning
Knowledge and technical proficiency related to private wealth management strategies, issues and trends
Strong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situations
Ability to communicate complex planning information in a comprehensive and practical manner
University degree supported by CPA, Masters / Diploma in Taxation, LL.B, JD, or CBV professional designation
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.
CPA Canada In Depth Tax completion or equivalent
FEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth Advising
US cross-border planning knowledge would be a strong asset
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
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
Opportunities to do challenging work
Opportunities to building close relationships with clients
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Address:
VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVERCity:
VancouverCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-05-01Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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
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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.
Business Owner Specialist, HNW Planning Services • OTTAWA, Ontario, Canada
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