Financial Advisory Consultant

Join to apply for the Financial Advisory Consultant role at RBC2 days ago Be among the first 25 applicantsJoin to apply for the Financial Advisory Consultant role at RBCWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.Financial Advisory Support (FAST) is a centralized subject matter expert team of highly accredited tax, estate and advanced planning professionals responsible for providing specific tax, estate and financial planning information to advisors and clients within RBC.What will you do?Primary contact for RBC advisors, Wealth Management clients and client-facing Family Office Services professionals for sound guidance on a broad range of technical tax, estate and financial planning ideas and strategiesEffectively communicate expert knowledge around issues affecting HNW individuals and private business owners, such as: corporate reorganizations, investing through a holding company, use of trust structures, sale of a business, employee stock options, etc.Provide guidance and information on legal issues that may arise in the context of tax and estate planning mattersProvide guidance and information with respect to estate, incapacity and disability planning, including Wills and powers of attorney, family law matters and creditor protection strategiesResearch and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clientsLead presentations on specific topics to advisors on a periodic basisKeep current with pertinent legislative changesActively participate in strategic projects with internal business partners across the organizationWhat do you need to succeed?Must haveUniversity degree supported by a professional designation (CPA, MTax or LL.B.)7 years of related experience in tax, estate, and advanced financial planningStrong research skills, analytical and problem-solving skills with ability to analyze dataAble to work independently and collaboratively within a teamDedication and motivation to achieve high standards of client service, accuracy and professionalism in the performance of dutiesThe ability to prioritize and organize multiple assignments to consistently meet deadlinesExcellent verbal and written communication and interpersonal skillsNice to haveFinancial planning designation: CFP, RFP, or IQPF is an assetCICA In Depth tax course or equivalent a strong assetUS Planning knowledge would be a strong assetOwner-manager taxation and corporate reorganizationsBilingual (French / English), both oral and writtenWhat’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 applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactJob SkillsBusiness Tax Planning, Estate Tax Planning, Income Tax Planning, Tax Planning, U.S. Taxations, US Corporate Tax, US Corporate Tax Compliance - InternationalAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2025-04-02Application Deadline:2025-09-30Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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 jobs.rbc.comSeniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBanking and Financial ServicesReferrals increase your chances of interviewing at RBC by 2xGet notified about new Financial Consultant jobs in Toronto, Ontario, Canada.Scarborough, Ontario, Canada 18 hours agoSenior Financial Advisor - Lawrence & Keele, North York, ON (Future Opportunities)Financial Planner, Scotia Financial Planning - Downtown TorontoFinancial Advisor - Relocate to Saudi Arabia, Permanent Expat Relocation PackageAnalyst/Consultant/Senior Consultant, Corporate Treasury Modeling and AdvisoryFinancial Planner, Scotia Financial Planning - ScarboroughWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr