Financial Advisory Consultant

Royal Bank of Canada; Vancouver; On-site; CAD 120,000 - 140,000; Full time

Job summary

A leading Canadian financial institution is seeking a Financial Planning Specialist in Vancouver. The role requires 7 years of related experience in tax and estate planning. The ideal candidate will possess strong communication skills and the ability to handle complex planning scenarios. The role offers a competitive salary range of CAD 120,000 - 140,000 and benefits in a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Leadership development opportunities

Dynamic and collaborative work environment

Qualifications

• 7 years of experience in tax, estate, and advanced financial planning.
• Strong research, analytical and problem-solving skills.
• Ability to communicate complex strategies to non-technical clients.

Responsibilities

• Primary contact for advisors and clients on tax and estate planning.
• Communicate expert knowledge on issues affecting high net worth individuals.
• Lead presentations on technical topics to advisors.

Skills

Business Tax Planning

Estate Tax Planning

Income Tax Planning

Tax Planning

U.S. Taxation

US Corporate Tax

US Corporate Tax Compliance - International

Education

University degree with CPA, MTax or LL.B.

Job description

Overview

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 high net worth 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 high net worth 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
• Bi-lingual (French / English) both oral and written

Whats 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 which includes competitive compensation and flexible benefits

• 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 build close relationships with clients

The expected base salary range for the above position is $120,000 - $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 also be eligible to receive a discretionary / variable incentive payment.

RBCs 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 RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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: 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

Application Deadline

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. 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.

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Required Experience: Contract