Business Owner Specialist, HNW Planning Services

0000050599 RBC Dominion Securities Inc.; Ottawa; On-site; CAD 130,000 - 140,000; Full time

Job summary

A leading financial institution in Ottawa is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. The ideal candidate will provide customized wealth planning guidance to high-net-worth business owners, focusing on tax and estate strategies. Candidates must possess a strong educational background including a CPA or equivalent, at least 12 years of relevant experience, and be bilingual in English and French. This role offers a competitive salary and the opportunity to work with a dynamic and high-performing team.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Opportunities for personal development

Qualifications

• 12 years or more of related experience and significant expertise in individual / Canadian private corporate tax.
• Strong interpersonal skills, flexible and empathetic, self-starter.
• Bilingualism in English and French required.

Responsibilities

• Perform thorough information gathering related to client’s circumstances.
• Collaborate with planning specialists to develop strategies.
• Deliver customized memos or presentations to facilitate recommendations.

Skills

Cash Management

Client Counseling

Customer Service

Investment Management

Decision Making

Education

University degree supported by CPA, LL.B, JD, or CBV professional designation

Masters / Diploma in Taxation

Job description

Overview

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.
• Collaborate 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).

Must-have qualifications

• 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 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.

Nice to have

• 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

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
• 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

The expected salary range for the above position is $130,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary / variable incentive payment. 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

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Details

• Address: VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W : 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: 2025-05-01
• Application Deadline: Not specified in the excerpt

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