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Financial Advisory Consultant

1 month ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Financial Advisory Consultant at Royal Bank of Canada, you will work closely with a team of tax professionals to provide expert guidance on tax, estate, and financial planning to advisors in various sales forces. This role requires a strong understanding of technical tax planning, estate planning, and income tax planning.

Key Responsibilities

- Provide primary contact for RBC advisors and client-facing Wealth Management Services professionals for sound guidance on technical tax, estate, and financial planning ideas and strategies

- Effectively communicate expert knowledge around issues affecting high net worth individuals and private business owners, such as investing through a holding company, use of trust structures, sale of a business, employee stock options, pension plans, joint accounts, and estate planning

- Research and write technical publications and articles, simplifying complex strategies for non-technical advisors and their clients

- Research and comment on tax implications of public company mergers, spin-offs, or restructuring transactions for unit holders

- Lead presentations on specific topics to advisors on a periodic basis

- Keep current with pertinent legislative changes

Requirements

- University degree supported by a professional designation (CPA, MTax, or LL.B.)

- 7 years of related experience in taxation, ideally in owner-manager taxation, personal tax, and/or wealth planning

- Written and oral fluency in English required

- Ability to work as part of an established, technically strong team or work independently as needed

- Dedication and motivation to achieve high standards of client service, accuracy, and professionalism in the performance of duties

- Excellent written, verbal, and electronic communication skills

- Presentation skills

What We Offer

- Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

- World-class training program in financial services

- Opportunity to work in a dynamic, collaborative, progressive, and high-performing team

- Ability to make a lasting impact and contribute to the success of Royal Bank of Canada