Senior Tax & Estate Planning Advisor (HNW)

RBC; Montreal; On-site; CAD 120,000 - 150,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options (where applicable)

Leadership development opportunities

Collaborative, high-performing team

Job summary

RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners.

Requires CPA/MTax/LL.B. designation and 7+ years of experience, strong research skills, and bilingual English/French. Lead technical publications, mentor advisors, and contribute to strategic projects.

Qualifications

• University degree with CPA/MTax or LL.B. designation.
• 7 years of tax, estate and advanced financial planning experience.
• Strong research, analytical and problem-solving abilities.
• Ability to work independently and collaboratively within a team.
• Excellent verbal and written communication and interpersonal skills.
• Bilingual in English and French.
• Ability to prioritize multiple assignments and meet deadlines.

Responsibilities

• Serve as primary contact for RBC advisors and clients on tax and estate planning matters.
• Provide guidance on complex issues such as corporate reorganizations, holding companies, trusts, and stock options.
• Advise on legal issues related to tax and estate planning.
• Assist in estate planning including Wills, powers of attorney and incapacity planning.
• Research and publish technical articles and present topics to advisors and clients.
• Keep current with legislative changes and trends.
• Collaborate on strategic projects with internal partners.

Skills

Research skills

Analytical skills

Written communication

Interpersonal skills

Teamwork

Bilingual English/French

Education

CPA/MTax/LL.B. designation

Job description

RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners.

Requires CPA/MTax/LL.B. designation and 7+ years of experience, strong research skills, and bilingual English/French. Lead technical publications, mentor advisors, and contribute to strategic projects.