Financial Advisory Consultant
City : TORONTO, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
What is the opportunity?
Great opportunity for an experienced tax and estate planning professional who is looking for a change and new environment. In this role, there are no tax opinions or compliance work and no chargeable hours. Instead, the focus is providing high-touch, specialized tax and wealth planning services for our HNW and UHNW clients. This role also offers you an excellent work-life balance.
As an integral member of RBC’s Family Office Services, your role as a Financial Advisory Consultant is to work closely with a highly accredited group of tax and legal professionals to provide specific tax, estate and financial planning information to advisors in a variety of sales forces within RBC. The right Consultant can contribute valuable perspectives, ideas, and options to help the advisors capitalize on opportunities and deliver value to High Net Worth (HNW) clients.
What will you do?
To be a primary contact for RBC advisors 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: investing through a holding company, use of trust structures, sale of a business, employee stock options, pension plans, joint accounts, estate planning etc.
Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients
Research and comment on tax implications of public company mergers, spin-offs or restructuring transactions for unit holders
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?
University degree supported by a professional designation (CPA, MTax or LL.B.)
7 years of related experience in taxation or estate planning, ideally in owner-manager taxation, personal tax and/or wealth planning
Written and oral fluency in English required
The ability to work as part of an established, technically strong and closely knit team or work independently as needed
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 written, verbal and electronic communication skills
Nice to have
CICA In Depth tax course or equivalent a strong asset
Cross border tax experience a strong asset
Bilingual in French and English an asset
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
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Job SkillsBusiness Tax Planning, Estate Law, Estate Tax Planning, Income Tax Planning, Presentations, Research Oriented, Tax Planning, Tax Regulations, Trusts and Estate Planning, U.S. Taxations
Additional Job Details
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.