Financial Advisory Consultant

Join to apply for the Financial Advisory Consultant role at RBC 2 days ago Be among the first 25 applicants Join to apply for the Financial Advisory Consultant role at RBC What is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families. Job SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.Financial Advisory Support (FAST) is a centralized subject matter expert team of highly accredited tax, estate and advanced planning professionals responsible for providing specific tax, estate and financial planning information to advisors and clients within RBC.What will you do?Primary contact for RBC advisors, Wealth Management clients and client-facing Family Office Services professionals for sound guidance on a broad range of technical tax, estate and financial planning ideas and strategies Effectively communicate expert knowledge around issues affecting HNW individuals and private business owners, such as: corporate reorganizations, investing through a holding company, use of trust structures, sale of a business, employee stock options, etc. Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters Provide guidance and information with respect to estate, incapacity and disability planning, including Wills and powers of attorney, family law matters and creditor protection strategies Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients Lead presentations on specific topics to advisors on a periodic basis Keep current with pertinent legislative changes Actively participate in strategic projects with internal business partners across the organization What do you need to succeed?Must haveUniversity degree supported by a professional designation (CPA, MTax or LL.B.) 7 years of related experience in tax, estate, and advanced financial planning Strong research skills, analytical and problem-solving skills with ability to analyze data Able to work independently and collaboratively within a team Dedication and motivation to achieve high standards of client service, accuracy and professionalism in the performance of duties The ability to prioritize and organize multiple assignments to consistently meet deadlines Excellent verbal and written communication and interpersonal skills Nice to haveFinancial planning designation: CFP, RFP, or IQPF is an asset CICA In Depth tax course or equivalent a strong asset US Planning knowledge would be a strong asset Owner-manager taxation and corporate reorganizations Bilingual (French / English), both oral and written 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.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable A world-class training program in financial services Work in a dynamic, collaborative, progressive, and high-performing team Ability to make a difference and lasting impact Job SkillsBusiness Tax Planning, Estate Tax Planning, Income Tax Planning, Tax Planning, U.S. Taxations, US Corporate Tax, US Corporate Tax Compliance - InternationalAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date: Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveI nclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking and Financial Services Referrals increase your chances of interviewing at RBC by 2x Get notified about new Financial Consultant jobs in Toronto, Ontario, Canada . Scarborough, Ontario, Canada 18 hours ago Senior Financial Advisor - Lawrence & Keele, North York, ON (Future Opportunities) Financial Planner, Scotia Financial Planning - Downtown Toronto Financial Advisor - Relocate to Saudi Arabia, Permanent Expat Relocation Package Analyst/Consultant/Senior Consultant, Corporate Treasury Modeling and Advisory Financial Planner, Scotia Financial Planning - Scarborough We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr