Financial Advisory Consultant

RBC; Montreal; On-site; CAD 120,000 - 150,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options (where applicable)

Leadership development opportunities

Collaborative, high-performing team

Job summary

RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners.

Requires CPA/MTax/LL.B. designation and 7+ years of experience, strong research skills, and bilingual English/French. Lead technical publications, mentor advisors, and contribute to strategic projects.

Qualifications

• University degree with CPA/MTax or LL.B. designation.
• 7 years of tax, estate and advanced financial planning experience.
• Strong research, analytical and problem-solving abilities.
• Ability to work independently and collaboratively within a team.
• Excellent verbal and written communication and interpersonal skills.
• Bilingual in English and French.
• Ability to prioritize multiple assignments and meet deadlines.

Responsibilities

• Serve as primary contact for RBC advisors and clients on tax and estate planning matters.
• Provide guidance on complex issues such as corporate reorganizations, holding companies, trusts, and stock options.
• Advise on legal issues related to tax and estate planning.
• Assist in estate planning including Wills, powers of attorney and incapacity planning.
• Research and publish technical articles and present topics to advisors and clients.
• Keep current with legislative changes and trends.
• Collaborate on strategic projects with internal partners.

Skills

Research skills

Analytical skills

Written communication

Interpersonal skills

Teamwork

Bilingual English/French

Education

CPA/MTax/LL.B. designation

Job description

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

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

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:

2026-03-13

Application Deadline:

2027-01-29

Note

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

Our Employment Opportunities

At 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.