Financial Advisory Consultant
2 months ago
**Job Summary**
**What 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.
**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 strategies
- Effectively 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 matters
- Provide guidance and information with respect to estate, incapacity and disability planning, including Wills and powers of attorney, family law matters and creditor protection strategies
- Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients
- 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?**
**Must have**
- University degree supported by a professional designation (CPA, MTax or LL.B.)
- 7 years of related experience in tax, estate, and advanced financial planning
- Strong research skills, analytical and problem-solving skills with ability to analyze data
- Able to work independently and collaboratively within a team
- 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 verbal and written communication and interpersonal skills
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
**Nice to have**
- Financial planning designation: CFP, RFP, or IQPF is an asset
- CICA In Depth tax course or equivalent a strong asset
- US Planning knowledge would be a strong asset
- Owner-manager taxation and corporate reorganizations
**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
- 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
**Job Skills**
Business Tax Planning, Estate Tax Planning, Income Tax Planning, Tax Planning, U.S. Taxations, US Corporate Tax, US Corporate Tax Compliance - International
**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**:
2024-10-25
**Application Deadline**:
2024-11-30
**I**nclusion** 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.
**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.
-
Consultant - Construction Advisory
7 months ago
Montréal, Canada J.S. Held Full timeAre you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm providing technical, scientific, and financial expertise across all assets and value at risk. Our professionals serve as trusted advisors to organizations facing high-stakes...
-
Vice-president, Us Financial Consulting
3 months ago
Montréal, QC, Canada Richter Full time**Vice President** **US Financial Consulting Group - Based in Montreal & Toronto** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 6 partners and ~25 professionals. We work with US-based leverage lenders and private equity...
-
Client Partner, Bdc Advisory Services
3 months ago
Montréal, QC, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Associate Financial Consultant, Md Wealth
1 month ago
Montréal, QC, Canada MD Financial Management Full timeRequisition ID: 209005 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...
-
Manager Sales Tax Advisory
2 days ago
Montréal, Canada Ryan, LLC Full timeThe Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to manage the delivery of fee-based advisory support and compliance services, either by the Manager or by Sales Tax Advisory or Compliance staff, to clients. As required, the Manager will assign and direct Sales Tax Advisory and Compliance consulting staff in the performance of...
-
Financial Analyst, Us Abl Lender Consulting Group
3 months ago
Montréal, QC, Canada Richter Full time**Analyst Consultant - US ABL Lender Consulting Group** **Richter Montreal Office** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group. RCI serves its clients with a multidisciplinary group of 6 partners and ~20 professionals. We work with US-based leverage lenders, private equity firms, and major banks regarding their portfolio...
-
Analyst/associate Consultant
4 days ago
Montréal, Canada Richter Full time**Analyst/Associate Consultant** **US Financial Consulting Group - Montreal** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 5 partners and over 20 professionals. Our clients call upon our experienced professionals to...
-
Associate Financial Consultant
7 months ago
Montréal, Canada MD Financial Management Full timeRequisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to the...
-
Invent Management Consultant
1 month ago
Montréal, QC, Canada Capgemini Full time**ROLE TITLE**:_Capgemini Invent, Financial Services Management Consultant, Montreal_ At Capgemini Invent, we believe difference drives change. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients to deliver cutting-edge solutions. Join us to drive transformation tailored...
-
Deal Advisory
4 days ago
Montréal, Canada DSMA Full time**Summary of Position**: DSMA is the leading Automotive Mergers and Acquisitions firm in North America and one of the fastest-growing in the US. Per the Globe & Mail and Canadian Business Magazine, we are also one of Canada’s fastest-growing companies. We offer a very dynamic, challenging and fulfilling career opportunity in our US head office. The...
-
Manager - Management Advisory
4 days ago
Montréal, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Economist, Infrastructure Advisory
6 months ago
Montréal, Canada WSP Full timeAs part of WSP’s growth aspirations we are currently recruiting for a capable and results driven infrastructure advisory economist to join our Finance and Economics practice. The Economist could be based anywhere in Canada, with preference to a large urban centre such Montreal, Toronto or Ottawa. The Economist will have a close working relationship with...
-
Advisory Industry Leader, Supply Chain
7 months ago
Montréal, Canada Avanade Full timePair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travelers? Data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers you a purposeful career. Know your clients' needs inside out, work with them beginning to end, enjoy...
-
Associate, Transaction Advisory Services
7 months ago
Montréal, Canada Richter Full time**Associate, Transaction Advisory Services** **Richter Montreal Office** **Overview** Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has...
-
Advisory Industry Director, Supply Chain
7 months ago
Montréal, Canada Avanade Full timeCome join us This is a Canada Advisory Director level leadership role that falls within our Digital Advisory team here at Avanade. Our Digital Advisory team sits at the intersection of business strategy, technology and industries, and thrives on turning ideas and innovations into breakthrough results for leading organizations around the world. The Digital...
-
Analyst/associate Consultant
4 days ago
Montréal, Canada Richter Full time**Analyst Consultant - US ABL Lender Consulting Group** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, one of Canada's largest independent accounting, business advisory and consulting firms. Innovation is the key to our approach, combined with the ability to generate results quickly. Richter offers a full range of advisory and...
-
Consultant, IT Auditor
3 months ago
Montréal, QC, Canada BDO Full time**Putting people first, every day** BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...
-
Consultant, Banking and Capital Markets
1 month ago
Montréal, QC, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG’s Banking and Capital Markets Advisory Practice helps banking organizations to implement effective solutions to support their business objectives. Taking a...
-
Consultant, Credit Risk Management
3 months ago
Montréal, QC, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Our Financial Risk Management practice is looking for a Consultant with a quantitative modelling profile to join our team in the **Montreal** office. You will be...
-
Financial Planning Consultant
2 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What 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...