Financial Advisory Consultant

Royal Bank of Canada>; Montreal; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a seasoned financial planning professional to join their Family Office Services team. In this pivotal role, you will provide expert guidance on complex tax, estate, and financial planning strategies to high-net-worth clients and advisors. Your ability to communicate effectively in both English and French will be essential as you navigate the intricacies of wealth management. This dynamic environment offers a collaborative culture where your contributions will significantly impact clients' financial well-being. If you are passionate about making a difference and thrive in a fast-paced setting, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Competitive compensation

Stock options where applicable

Coaching and development opportunities

Dynamic and collaborative team environment

Qualifications

• 7+ years of experience in tax, estate, and advanced financial planning.
• Strong research, analytical, and problem-solving skills required.
• Bilingual in English and French is a must.

Responsibilities

• Serve as the primary contact for RBC advisors and clients for tax and estate planning.
• Communicate expert knowledge on issues affecting HNW individuals.
• Research and write technical publications on planning strategies.

Skills

Business Tax Planning

Estate Tax Planning

Income Tax Planning

Tax Planning

U.S. Taxation

US Corporate Tax

US Corporate Tax Compliance - International

Research Skills

Analytical Skills

Problem-Solving Skills

Bilingualism (English and French)

Education

University degree

Professional designation (CPA, MTax or LL.B.)

Financial planning designation (CFP, RFP, IQPF)

Job description

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?

1. 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.
2. 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.
3. Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters.
4. 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.
5. Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients.
6. Lead presentations on specific topics to advisors on a periodic basis.
7. Keep current with pertinent legislative changes.
8. Actively participate in strategic projects with internal business partners across the organization.

What do you need to succeed?

Must have:

1. University degree supported by a professional designation (CPA, MTax or LL.B.).
2. 7 years of related experience in tax, estate, and advanced financial planning.
3. Strong research skills, analytical and problem-solving skills with ability to analyze data.
4. Able to work independently and collaboratively within a team.
5. Dedication and motivation to achieve high standards of client service, accuracy and professionalism in the performance of duties.
6. The ability to prioritize and organize multiple assignments to consistently meet deadlines.
7. Excellent verbal and written communication and interpersonal skills.
8. 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:

1. Financial planning designation: CFP, RFP, or IQPF is an asset.
2. CICA In Depth tax course or equivalent a strong asset.
3. US Planning knowledge would be a strong asset.
4. 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:

City: MONTRÉAL

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Posted Date: 2024-10-25

Application Deadline:

2025-05-31

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.