Business Owner Specialist, Wealth Planning Expert

3 weeks ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

Royal 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 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 clients' current situations, taking into account their short- and long-term goals, and strategically develop strategies and solutions for their 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, such as Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, and Mid-Market Mergers & Acquisitions, as needed.
  • 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 to clients' 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.
  • Proficiency in Mandarin and Cantonese.
What We Offer
  • A comprehensive Total Rewards Program, including 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 build close relationships with clients.

  • Business Owner Specialist, Wealth Planning Expert

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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...

  • Business Owner Specialist, Wealth Planning Expert

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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...

  • Business Owner Specialist, Wealth Planning Expert

    3 weeks ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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...

  • Business Owner Specialist, Wealth Planning Expert

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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, Wealth Planning Expert

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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, Wealth Planning Services

    3 weeks ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionRBC 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...

  • Business Owner Specialist, Wealth Planning Services

    3 weeks ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionRBC 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...

  • Business Owner Specialist

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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 time

    Job 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

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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 time

    Job 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

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job 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...

  • Business Analyst

    1 month ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time

    About 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 time

    About 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...

  • Wealth Management Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About 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 time

    Job 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 time

    Job 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...

  • HNW Planning Services Professional

    1 month ago

    Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job 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 time

    Job 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...

  • Business Management Leader

    3 weeks ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time

    About 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...