Business Owner Specialist, HNW Planning Services

4 weeks ago

Montreal, Quebec, Canada RBC - Royal Bank Full time
Job Summary

RBC Wealth Management is seeking an experienced Business Owner Specialist to join its HNW Planning Services team. As a key member of the team, you will work closely 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.

Key Responsibilities
  • Conduct thorough information gathering and discovery processes to gain insight into clients' family, business circumstances, financial statements, existing trust and legal agreements, etc.
  • Review current situations, taking into account clients' short- and long-term goals, and strategically develop strategies and solutions for clients' family and business wealth and legacy plans.
  • Provide objective planning information and strategies to clients to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with clients' RBC Wealth Management advisors.
  • Ensure effective delivery of business owner planning, tax, and succession planning, estate planning, and philanthropic planning.
  • Partner with other planning specialists at RBC, as needed, to deliver comprehensive solutions to clients.
  • Develop strong internal and external referral networks of COIs (accountants, lawyers, etc.).
  • Deliver customized memos or PowerPoint presentations summarizing strategies and discussions that may be provided by clients to their accountants or lawyers to facilitate implementation of recommendations.
Requirements
  • 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 effectively in a variety of situations.
  • Ability to communicate complex planning information in a comprehensive and practical manner.
  • Bilingualism (English and French) required, as you will regularly serve clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
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.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

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