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High Net Worth Tax and Estate Planner

2 weeks ago

St Thomas, Ontario, Canada Royal Bank of Canada> Full time

We are seeking a High Net Worth Tax and Estate Planner to join our team at Royal Bank of Canada. This individual will provide expert guidance on tax and estate planning matters to our clients and advisors.

About the Team

The team consists of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists who provide integrated wealth management expertise and planning to clients and their families.

Responsibilities:

  • Primary contact for RBC advisors, Wealth Management clients and client-facing Family Office Services professionals for sound guidance on tax and estate planning ideas and strategies.
  • Effectively communicate expert knowledge around issues affecting high net worth individuals and private business owners.
  • Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters.

Requirements:

  • University degree supported by a professional designation (CPA, MTax or LL.B).
  • 7 years of related experience in tax, estate, and advanced financial planning.