Job Summary

Job Description

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.

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 have

University 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 have

Financial 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 Skills

Business Tax Planning, Estate Tax Planning, Income Tax Planning, Tax Planning, U.S. Taxations, US Corporate Tax, US Corporate Tax Compliance - International

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-10-04

Application Deadline:

2025-02-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

Join our Talent Community

Stay 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.