# Financial Advisory Support Specialist

**Company**: RBC Family Office Services
**Location**: Toronto, Ontario
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Financial-Advisory-Consultant_R-0000163668-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-advisory-support-specialist-63f437ec-f3a/

## 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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## Skills

### Required
- tax planning
- estate planning
- financial planning
- research
- analytical skills
- problem-solving skills
- communication skills
- interpersonal skills
- French

### Nice to have
- CFP
- RFP
- IQPF
- CICA In Depth tax course
- US Planning
- owner-manager taxation
- corporate reorganizations
- bilingual

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Financial-Advisory-Consultant_R-0000163668-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)