Description
RBC Family Office Services is seeking a Financial Advisory Support Specialist to join their team. The successful candidate will provide expert guidance on tax, estate, and financial planning matters to RBC advisors and clients.
Responsibilities:
- Provide sound guidance on a broad range of technical tax, estate, and financial planning ideas and strategies
- Communicate expert knowledge around issues affecting HNW individuals and private business owners
- Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters
- Research and write technical publications and articles
- Lead presentations on specific topics to advisors
- Keep current with pertinent legislative changes
- Actively 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 skills, analytical and problem-solving skills
- 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)
What's in it for you?
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation: $120,000 - $140,000 per year
- World-class training program in financial services
- Opportunity to make a difference and lasting impact
For more fresh new jobs, check out yubhub.co.