HNW Tax & Estate Planning Specialist

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

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.