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Senior Financial Advisor

2 months ago


Canada RBC Capital Markets Full time
Senior Financial Advisor - Private Company Advisory Services

Job Summary

Job Description

Contract 18 Months

What is the Opportunity?

The Private Company Advisory Services (PCAS) supports Royal Trust Corporation of Canada by providing technical expertise, risk management, and advice on private companies held by Royal Trust in a fiduciary capacity. The Senior Financial Advisor is responsible for providing technical guidance and financial support related to private companies. This role requires strong analytical skills, a team-oriented approach, and the ability to work independently.

What will you do?

  1. Act as a subject matter expert and resource for providing corporate and technical guidance to Royal Trust employees on matters involving fiduciary accounts that own shares in private companies.
  2. Review new business opportunities to identify risk factors by reviewing corporate documentation (financial statements, business valuations, corporate tax returns, etc.).
  3. Oversee regulatory initiatives pertaining to private companies.
  4. Review matters related to private companies to ensure compliance with internal policy and Generally Accepted Accounting Principles to identify any potential risks to Royal Trust.

What do you need to succeed?

Must-have

  1. 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.
  2. CPA Designation.
  3. Strong working knowledge of corporate taxation.
  4. Knowledge of accounting theories, principles, auditing techniques, and standards.
  5. Ability to work well independently as well as in a team environment.

Nice-to-have

  1. Knowledge of Estate and Trust fundamentals.

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.

  1. Ability to make a difference and lasting impact.
  2. Work in a dynamic, collaborative, progressive, and high-performing team.
  3. Opportunities to take on progressively greater accountabilities.

Job Skills

Additional Job Details

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Contract (Fixed Term)

Pay Type: Salaried

Inclusion 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.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values, and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S., and 34 other countries.