# Financial Advisory Support Specialist

**Company**: RBC Family Office Services
**Location**: Vancouver, British Columbia
**Experience**: senior
**Job type**: full-time
**Salary**: $120,000 - $140,000 per year
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Financial-Advisory-Consultant_R-0000163670-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-advisory-support-specialist-9628f939-67f/

## 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

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## Skills

### Required
- tax planning
- estate planning
- financial planning
- research
- analytical skills
- communication 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/VANCOUVER-British-Columbia-Canada/Financial-Advisory-Consultant_R-0000163670-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)