Financial Advisory Consultant

RBC; Vancouver; On-site; CAD 120,000 - 140,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options where applicable

World-class training program in wealth

Job summary

RBC Family Office Services seeks a senior advisor to deliver integrated wealth management guidance in tax, estate and advanced financial planning for advisors and clients in Vancouver, BC. You will work on complex planning issues, lead topics, and communicate sophisticated concepts clearly.

Ideal candidates bring CPA/MTax or LL.B., 7+ years experience, strong research and communication skills, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• 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, analytical and problem-solving skills
• Able to work independently and in a team
• Excellent verbal and written communication and interpersonal skills
• Ability to prioritize and organize multiple assignments to meet deadlines

Responsibilities

• Primary contact for RBC advisors and Wealth Management clients for tax, estate and financial planning guidance
• Communicate expert knowledge on issues affecting HNW individuals and private business owners
• Provide guidance on legal issues in tax and estate planning contexts
• Provide guidance on estate, incapacity and disability planning including wills and powers of attorney
• Research and write technical publications and articles for advisors and clients
• Lead presentations to advisors on specific topics periodically
• Keep current with legislative changes
• Participate in strategic projects with internal partners

Education

University degree + CPA/MTax/LL.B.

7+ years tax/estate/financial planning

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 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

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 plays 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

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:

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

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.