Philanthropic Advisory Specialist

1 week ago

Montreal, Quebec, Canada RBC - Royal Bank Full time

Job Summary

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'll play a crucial role in championing the RBC Charitable Gift Program and shaping the strategic vision and direction of the program, charting a path for continued growth, enhancing the client experience, and acting as a voice of philanthropy for RBC Wealth Management Canada. You'll work as a partner of the client's RBC Wealth Management advisor to better understand the client's philanthropic goals and objectives and provide solutions expertise.

What will you do?

Strategic philanthropy wealth planning for HNW and UHNW individuals and business owners

  • Self-source new philanthropy wealth planning engagements through a combination of in-person and virtual activities such as branch and client event presentations, building relationships with COIs and RBC advisors. Partner and follow up on opportunities identified by RBC advisors and Family Office Services tax, legal, business owner and financial planning specialists.
  • Review the client's current situation taking into account their short- and long-term goals, and develop philanthropic strategies and solutions that leverage your good understanding of Canadian tax rules and issues that are unique to privately owned entities, entrepreneurs, and high net worth individuals.
  • Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations (flexibility to meet with trusted external advisors, as required)
  • Identify emerging trends in philanthropy and across the national donor advised fund landscape and contribute to the development and refinement of the strategic vision and long-term goals for the RBC CGP in alignment with Wealth Management Canada's mission, values, and goals.
  • Bilingualism (English and French) required, as you will regularly do business with partners across Canada

What do you need to succeed?

Must Have

  • University degree
  • 10 years or more of related experience in one or more of the following areas: Accounting, Tax law, Wealth planning, Philanthropy
  • Strong knowledge and technical proficiency related to charitable giving strategies, issues and trends
  • Bilingualism (English and French) required, as you will regularly do business with partners across Canada
  • Exceptional relationship management skills to build deep, trusted partnerships with target clients
  • Exceptional ability to collaborate and partner with colleagues at all levels across a global matrix organization
  • Flexibility to travel locally and across Eastern Canada when required, when in-person work is best suited for our clients, teams and people.

Nice to Have

  • Professional designation in a related area (such as CPA, LL.B, JD, TEP, MFA-P)
  • Master Degree in Tax or Completion of Levels I, II and III of the CPA In-depth Tax Course is considered an asset
  • Strong understanding of responsible investing and social impact of investing

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
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work

Job Skills

Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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

  • Philanthropic Advisory Specialist

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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'll play a crucial

  • Philanthropic Advisory Specialist

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWhat 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'll play a crucial role in championing the RBC Charitable Gift Program and shaping the...

  • Philanthropic Advisory Specialist

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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'll play a crucial role in championing the RBC Charitable Gift Program and...

  • Residential Financial Specialist

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    A career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist , you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop

  • Residential Financing Specialist

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist, you'll support clients in the branch by offering quality advisory services about mortgage credit. You'll work in synergy with your colleagues to identify and meet the residential financing needs

  • Risk Services Specialist

    2 weeks ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    What it's like to be a Northbridge Risk Services Specialist Property & Casualty The Risk Services Specialist is responsible for the promotion and delivery of advanced risk management techniques. They will act as partners and provide a full range of advisory, consulting, training, and education programs to assigned customers, both internally and externally....

  • Tax Specialist

    2 weeks ago

    Montreal, Quebec, Canada Forvis Mazars, Canada Full time

    Forvis Mazars is a global top 10 audit and advisory network composed of two independent partnerships with over 40,000 people in more than 100 countries. Our firm in Canada, with offices in Montreal, Outaouais, and Toronto, brings together nearly 200 professionals offering a full range of services in the audit, accounting, tax, and advisory.About the...

  • Application Support Specialist

    2 weeks ago

    Montreal, Quebec, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact to our client focused teams as an Applicant Support Specialist (Bilingual). This diverse team of specialists work as trusted advisors to support and utilize...

  • Advisory Principal Consultant, Contact Centre

    2 weeks ago

    Montreal, Quebec, Canada BELL BUSINESS MARKETS Full time

    Req Id: 406543At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world.If you're ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on the Bell...

  • IT Security Specialist H/F

    2 weeks ago

    Montreal, Quebec, Canada Banque de développement du Canada Full time

    We are banking at another level. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined...

  • Written Communications Specialist

    2 weeks ago

    Montreal, Quebec, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Creative Marketing team as a Written Communications Specialist (Bilingual). This diverse team of professionals thinks outside the box to develop...

  • Accounts Receivable Specialist

    2 weeks ago

    Montreal, Quebec, Canada MNP Full time

    Make an impact with our Accounting team as an Accounts Receivable Specialist. This diverse team of professionals are committed to delivering firm-wide financial solutions with expertise and precision. As a trusted advisor, you will compile, analyze, summarize and monitor financial data and reports that are integral to understanding the financial position of...

  • Risk Services Specialist

    2 weeks ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    What it's like to be a Northbridge Risk Services Specialist Property & Casualty The Risk Services Specialist is responsible for the promotion and delivery of advanced risk management techniques. They will act as partners and provide a full range of advisory, consulting, training, and education programs to assigned customers, both internally and externally. ...

  • Infosec Specialist

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    No other bank is doing what we do.At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We're devoted to Canadian entrepreneurs. We're also dedicated to our employees. Adaptable. Inspiring. Different. There's a...

  • Project Specialist

    2 weeks ago

    Montreal, Quebec, Canada Marsh McLennan Full time

    Client Relationship Management - Senior Specialist We are seeking an experienced Account Manager to join our team. The Account Manager will be responsible for maintaining and expanding low-risk accounts from a small book of business, as well as assisting senior level colleagues with maintaining and expanding large or complex accounts. This role offers an...

  • Talent Acquisition Specialist

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWhat is this opportunity?As part of a dynamic recruitment team, the Talent Acquisition Specialist manages the full life cycle recruitment process for roles in of personal and commercial banking group in Canada. If you are a seasoned Talent Acquisition Specialist with a successful track record in an agency and/or a corporate environment, then we...

  • Investment and Retirement Specialist

    2 weeks ago

    Montreal, Quebec, Canada National Bank of Canada Full time

    A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...

  • Application Support Specialist

    2 weeks ago

    Montreal, Quebec, Canada MNP Full time

    Job Details Description This bilingual opportunity is also available on MNP's Postes avec expérience job board in French. Please submit one application only to be considered for this opportunity. Thank you. Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a...

  • Payroll Specialist

    2 weeks ago

    Montreal, Quebec, Canada InterRent REIT Full time

    Job type: Permanent, Full-TimeLocation: Downtown Montreal, Quebec (Hybrid) - Three (3) days in office, Two (2) days from homeThe OpportunityPart of an outstanding payroll and benefits team, you will primarily be responsible for processing payroll and maintaining the employee database regarding salary and benefits. You will work with other employees from...

  • Senior Consultant, Practice Management

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 190328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Director, Practice Management in the Practice Excellence group within Scotia Wealth Management Client Solutions, the incumbent is accountable for coaching and consulting with internal advisory teams in an assigned...