Financial Advisory Consultant

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

Job summary

A leading financial institution in Vancouver is seeking a Financial Planning Specialist to provide expert guidance to high-net-worth individuals and businesses. The role involves advising on tax, estate, and financial planning matters, requiring a university degree and at least 7 years of relevant experience. The expected salary ranges from $120,000 to $140,000 based on experience. This role offers a dynamic and collaborative working environment.

Benefits

Competitive compensation

Flexible benefits

Leadership development

Qualifications

• 7 years of related experience in tax, estate, and advanced financial planning.
• Strong research, analytical and problem-solving skills.
• Ability to prioritize and organize multiple assignments.

Responsibilities

• Act as primary contact for RBC advisors and Wealth Management clients.
• Guide on technical tax, estate and financial planning strategies.
• Research and write technical publications and simplify complex strategies.

Skills

Financial planning

Tax planning

Analytical skills

Problem-solving skills

Bilingual (French/English)

Education

University degree with professional designation (CPA, MTax or LL.B.)

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.

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 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 building 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.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s 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

Location Details

City: Vancouver

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025‑01‑30

Application Deadline

2025‑12‑31 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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