Business Owner Specialist, HNW Planning Services
4 weeks ago
Royal Bank of Canada is seeking an experienced Business Owner Specialist to join our HNW Planning Services team. As a member of our team, you will work with our advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net worth and ultra-high net worth business owner clients.
Key Responsibilities- Perform a thorough information gathering and discovery process to gain insight into the client's family, business circumstances, financial statements, existing trust and legal agreements, etc.
- Review the current situation taking into account the client's short- and long-term goals, and strategically develop strategies and solutions for the client's family and business wealth and legacy plans.
- Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the client's RBC Wealth Management advisor.
- Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning, and philanthropic planning.
- Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)
- Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)
- 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)
- University degree supported by CPA, LL.B, JD, or CBV professional designation
- 12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planning
- Knowledge and technical proficiency related to private wealth management strategies, issues, and trends
- Strong interpersonal skills, flexible, and empathetic, self-starter, able to work in effectively in a variety of situations
- Ability to communicate complex planning information in a comprehensive and practical manner
- University degree supported by CPA, Masters / Diploma in Taxation, LL.B, JD, or CBV professional designation
- 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
- 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
- Opportunities to do challenging work
- Opportunities to build close relationships with clients
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Business Owner Specialist, HNW Planning Services
4 weeks ago
Montreal, Quebec, Canada RBC Full timeJob SummaryRBC Family Office Services (FOS) is seeking experienced Business Owner Specialists to join the HNW Planning Services team. As a member of this team, you will work with advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to HNW and UHNW business owner clients...
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Business Owner Specialist, HNW Planning Services
4 weeks ago
Montreal, Quebec, Canada RBC Full timeJob SummaryRBC Family Office Services (FOS) is seeking experienced Business Owner Specialists to join the HNW Planning Services team. As a member of this team, you will work with advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to HNW and UHNW business owner clients...
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Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking an experienced Business Owner Specialist to join our HNW Planning Services team. As a member of our team, you will work with our advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to HNW and UHNW business owner clients.Key...
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Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking an experienced Business Owner Specialist to join our HNW Planning Services team. As a member of our team, you will work with our advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to HNW and UHNW business owner clients.Key...
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