Business Owner Specialist, Wealth Planning Services
3 weeks ago
RBC Family Office Services 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 of RBC.
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
- Proficiency in Mandarin and Cantonese
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- 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 building close relationships with clients
-
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity: Business Owner SpecialistRBC Family Office Services 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...
-
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity: Business Owner SpecialistRBC Family Office Services 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...
-
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity: Business Owner SpecialistRBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a key member of this team, you will work closely with advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth...
-
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking an experienced Business Owner Specialist to join the HNW Planning Services team. As a key member of this 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...
-
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. 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...
-
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. 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...
-
Business Owner Specialist, HNW Planning Services
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Family Office Services is seeking an experienced Business Owner Specialist to join their team. As a member of the HNW Planning Services team, you will work with a diverse group of professionals to deliver high-value customized information and guidance to HNW and UHNW business owner clients.Key ResponsibilitiesConduct thorough information...
-
Business Owner Specialist, HNW Planning Services
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Family Office Services is seeking an experienced Business Owner Specialist to join their team. As a member of the HNW Planning Services team, you will work with a diverse group of professionals to deliver high-value customized information and guidance to HNW and UHNW business owner clients.Key ResponsibilitiesConduct thorough information...
-
Business Owner Specialist
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a member of this 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...
-
Business Owner Specialist
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a member of this 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...
-
Business Owner Specialist, HNW Planning Services
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking an experienced Business Owner Specialist 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 high net...
-
HNW Planning Services Professional
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their team. As a member of the HNW Planning Services team, you will work with a diverse group of professionals to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net...
-
HNW Planning Services Professional
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their team. As a member of the HNW Planning Services team, you will work with a diverse group of professionals to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net...
-
Wealth Management Specialist
3 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleAt Nicola Wealth, we're seeking a highly motivated and experienced Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients, leveraging our business model to deliver exceptional results.Key ResponsibilitiesDevelop and manage new and existing client...
-
Private Wealth Management Advisor
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a member of this team, you will work with a diverse group of professionals to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net...
-
Private Wealth Management Advisor
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a member of this team, you will work with a diverse group of professionals to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net...
-
Business Analyst
1 month ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Business Analyst to join our Strategy & Business Transformation team. As a Business Analyst, you will play a critical role in driving business growth and improvement by analyzing business needs and developing effective solutions.Key ResponsibilitiesLiaise with stakeholders to gather, validate, and manage...
-
Business Analyst
1 month ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Business Analyst to join our Strategy & Business Transformation team. As a Business Analyst, you will play a critical role in driving business growth and improvement by analyzing business needs and developing effective solutions.Key ResponsibilitiesLiaise with stakeholders to gather, validate, and manage...
-
Business Management Leader
3 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the Role:Aviso Wealth is seeking a highly skilled Manager, Business Management to join our Business Management team. As a key member of our team, you will be responsible for coordinating Dataphile releases, including enhancements, regulatory implementations, and configuration changes with the Service, Operations, and Compliance teams.Key...
-
Investment Planning Specialist
4 weeks ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Inc. Full time $60,000 - $70,000Investment and Retirement Planning AssociateOakwater Wealth Counsel, a leading advisory practice, is seeking a dynamic leader to join their team as an Investment/Associate Advisor.The ideal candidate will have at least 3-years of experience in the financial services industry, with a strong attention to detail, excellent interpersonal skills, and a positive...
