Description
RBC Family Office Services is seeking a Financial Advisory Support Specialist to join their team. The successful candidate will provide sound guidance on a broad range of technical tax, estate, and financial planning ideas and strategies to RBC advisors, Wealth Management clients, and client-facing Family Office Services professionals.
Responsibilities:
- Provide expert knowledge on 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.
- Offer guidance on legal issues that may arise in the context of tax and estate planning matters
- Provide guidance on 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, simplifying complex strategies for non-technical advisors and their HNW clients
- Lead presentations on specific topics to advisors on a periodic basis
- Stay current with pertinent legislative changes
- Participate in strategic projects with internal business partners
Requirements:
- 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, analytical, and problem-solving skills
- Ability to work independently and collaboratively within a team
- Excellent verbal and written communication and interpersonal skills
Nice to have:
- Financial planning designation: CFP, RFP, or IQPF
- CICA In Depth tax course or equivalent
- US Planning knowledge
- Owner-manager taxation and corporate reorganizations
- Bilingual (French / English), both oral and written
Benefits:
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- World-class training program in financial services
- Dynamic, collaborative, progressive, and high-performing team environment
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