Philanthropic Advisory Specialist

0000050599 RBC Dominion Securities Inc.; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Philanthropic Advisory Specialist to guide high-net-worth clients in their philanthropic endeavors. This role involves strategic planning, building relationships with influential partners, and leveraging knowledge of tax regulations to craft tailored philanthropic solutions. You will be part of a dynamic team that values collaboration and offers a supportive work environment, where your expertise can make a significant impact on clients' charitable goals. If you are passionate about philanthropy and looking to drive meaningful change, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Compensation

Leadership Support

Work/Life Balance Options

Qualifications

• 10+ years of experience in accounting, tax law, wealth planning, or philanthropy.
• Strong knowledge of charitable giving strategies and trends.

Responsibilities

• Provide strategic philanthropy wealth planning for HNW and UHNW clients.
• Develop customized philanthropic strategies based on client goals.
• Identify trends in philanthropy and contribute to strategic vision.

Skills

Fluency in French

Fluency in English

Relationship Management

Philanthropy Knowledge

Tax Law Knowledge

Education

University Degree

Master’s Degree in Tax

Professional Designation (e.g., CPA, LL.B)

Tools

PowerPoint

Job description

What is the opportunity?

RBC Family Office Services is seeking a highly motivated and skilled Philanthropic Advisory Specialist to provide strategic advice and guidance to HNW and UHNW clients in developing their family philanthropic and legacy plans. You will play a crucial role in championing the RBC Charitable Gift Program and shaping its strategic vision, aiming for continued growth, improved client experience, and acting as a voice of philanthropy within RBC Wealth Management Canada. Collaborating with RBC Wealth Management advisors, you will understand clients' philanthropic goals and provide tailored solutions.

What will you do?

1. Strategic philanthropy wealth planning for HNW and UHNW individuals and business owners.
2. Self-source new philanthropy wealth planning engagements through in-person and virtual activities such as branch and client event presentations, and building relationships with Centers of Influence (COIs) and RBC advisors.
3. Review clients' current situations, considering their short- and long-term goals, and develop philanthropic strategies leveraging your knowledge of Canadian tax rules and issues specific to privately owned entities, entrepreneurs, and high net worth individuals.
4. Deliver customized memos or PowerPoint presentations summarizing strategies for clients to share with their external advisors to facilitate implementation.
5. Identify emerging trends in philanthropy and the national donor advised fund landscape, contributing to the development of RBC CGP's strategic vision aligned with Wealth Management Canada’s mission, values, and goals.

What do you need to succeed? Must Have

• Fluency in both French and English for supporting or collaborating with diverse clients and colleagues.
• University degree.
• 10+ years of related experience in areas such as accounting, tax law, wealth planning, or philanthropy.
• Strong knowledge of charitable giving strategies, issues, and trends.
• Exceptional relationship management skills to build trusted partnerships.
• Ability to collaborate across a global matrix organization.
• Flexibility to travel locally and across Eastern Canada as needed.

Nice to Have

• Professional designation (e.g., CPA, LL.B, JD, TEP, MFA-P).
• Master’s Degree in Tax or completion of CPA In-depth Tax Course Levels I-III.
• Understanding of responsible investing and social impact of investing.

What’s in it for you?

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, leadership support, and opportunities to make a meaningful impact. Join a dynamic, collaborative, progressive, and high-performing team with flexible work/life balance options. Engage in challenging work that fosters growth and development.

Additional Details

• Location: Montréal, Canada
• Work hours: 37.5/week
• Employment Type: Full-time
• Platform: Wealth Management

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion, committed to building equitable workplaces and providing accessible recruitment processes. Please inform us if accommodations are needed during the recruitment process.

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