Financial Advisory Consultant

RBC; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

RBC is seeking a knowledgeable Financial Advisory Support professional to guide advisors and clients in tax, estate, and financial planning strategies. This role involves serving as a primary contact, providing expert advice, and leading presentations. The ideal candidate will have a university degree with professional designations and significant experience in financial planning. Join a dynamic team focused on collaboration and community impact, with opportunities for growth and a comprehensive rewards program.

Benefits

Bonuses

Flexible benefits

Competitive salary

Commissions

Stock options

Training in financial services

Qualifications

• 7 years of experience in tax, estate, and advanced financial planning.

Responsibilities

• Serve as primary contact for RBC advisors and clients on tax and financial planning.
• Advise on estate planning, including Wills and powers of attorney.
• Research and author technical publications for non-technical clients.

Skills

Research

Analytical

Problem Solving

Communication

Interpersonal

Education

University degree

CPA

MTax

LL.B.

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, supporting Investment Advisors and RBC Canadian Banking. The team helps deliver integrated wealth management expertise and planning to clients and their families.

Financial Advisory Support (FAST) is a centralized 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?

• Serve as the primary contact for RBC advisors, Wealth Management clients, and Family Office Services professionals for guidance on technical tax, estate, and financial planning strategies.
• Communicate expert knowledge on issues affecting HNW individuals and private business owners, such as corporate reorganizations, trust structures, business sales, and employee stock options.
• Provide guidance on legal issues related to tax and estate planning.
• Advise on estate, incapacity, and disability planning, including Wills, powers of attorney, family law, and creditor protection strategies.
• Research and author technical publications and articles, simplifying complex strategies for non-technical advisors and clients.
• Lead presentations on specific topics to advisors periodically.
• Stay current with legislative changes.
• Participate in strategic projects with internal partners across the organization.

What do you need to succeed?

Must have

• University degree supported by a professional designation (CPA, MTax, LL.B.)
• 7 years of experience in tax, estate, and advanced financial planning
• Strong research, analytical, and problem-solving skills
• Ability to work independently and in a team
• High standards of client service, accuracy, and professionalism
• Excellent communication and interpersonal skills

Nice to have

• Financial planning designations: CFP, RFP, or IQPF
• CICA In-Depth tax course or equivalent
• US planning knowledge
• Experience with owner-manager taxation and corporate reorganizations
• Bilingual in French and English

What’s in it for you?

We foster a culture of growth, collaboration, and community impact, offering a comprehensive Total Rewards Program, world-class training, and the opportunity to make a meaningful difference.

• Bonuses, flexible benefits, competitive salary, commissions, and stock options
• Training in financial services
• Work in a dynamic, collaborative, high-performing team
• Make a lasting impact