Senior Tax & Estate Planning Consultant

CIBC; Toronto; On-site; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Total rewards program including flex

World-class training program

Stock where applicable

Dynamic, high-performing team

Job summary

RBC Family Office Services is a team of specialists supporting Investment Advisors and RBC Canadian Banking with advanced tax, estate and financial planning. The FAST group delivers centralized expert guidance to advisors and clients on complex tax and estate strategies for high-net-worth individuals and business owners.

The role focuses on providing sound guidance, leading client discussions, and staying abreast of legislative changes. A university degree with CPA/MTax/LL.B.

Qualifications

• Must have university degree with professional designation (CPA, MTax or LL.B.).
• Strong research, analytical and problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.

Responsibilities

• Advise RBC advisors, Wealth Management clients and Family Office Services professionals on tax, estate and financial planning ideas for HNW individuals and private business owners.
• Explain complex tax and estate planning concepts, including corporate reorganizations and holding company strategies.
• Provide guidance on wills, powers of attorney, incapacity planning and creditor protection.
• Draft technical publications and present topics to advisors on a periodic basis.
• Stay current with legislative changes and participate in strategic projects across the organization.

Skills

Research skills

Analytical thinking

Problem solving

Verbal and written communication

Independent and collaborative work

Education

University degree + CPA/MTax/LL.B.

Job description

RBC Family Office Services is a team of specialists supporting Investment Advisors and RBC Canadian Banking with advanced tax, estate and financial planning. The FAST group delivers centralized expert guidance to advisors and clients on complex tax and estate strategies for high-net-worth individuals and business owners.

The role focuses on providing sound guidance, leading client discussions, and staying abreast of legislative changes. A university degree with CPA/MTax/LL.B.