Financial Advisory Consultant

RBC; Toronto; On-site; CAD 110,000 - 193,000; Full time

Job summary

A financial services consulting team in Toronto is looking for an experienced professional to provide tax and estate planning guidance. Responsibilities include acting as a primary contact for advisors, communicating complex strategies to HNW clients, and leading presentations. Candidates should have a university degree and CPA or equivalent, alongside 7 years of relevant experience. The team emphasizes a collaborative environment and offers a competitive compensation package.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Competitive compensation and bonuses

Qualifications

• 7 years of experience in tax, estate, and advanced financial planning.
• Ability to analyze and simplify complex strategies.
• Motivation to achieve high standards of client service.

Responsibilities

• Act as primary contact for RBC advisors and clients on tax-related strategies.
• Communicate expert knowledge on issues affecting HNW individuals.
• Research and write technical publications for non-technical advisors.

Skills

Research skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Education

University degree with CPA, MTax or LL.B.

Job description

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.

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

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

Compensation

The expected pay range for this position is: $80,000.00 - $140,000.00.

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Location

Address: RBC CENTRE, 155 WELLINGTON ST W, Toronto, Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

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. 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.