# Financial Advisory Support Specialist

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

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MONTRAL-Quebec-Canada/Financial-Advisory-Consultant_R-0000163672-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-advisory-support-specialist-a7445d41-aa5/

## Description

RBC Family Office Services is seeking a Financial Advisory Support Specialist to join their team. The successful candidate will provide expert knowledge on tax, estate, and financial planning ideas and strategies to RBC advisors, Wealth Management clients, and Family Office Services professionals.

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

- Ability to work independently and collaboratively within a team

- Excellent verbal and written communication and interpersonal skills

- Bilingualism (English and French) required

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

What's in it for you:

- A comprehensive Total Rewards Program including bonuses and flexible benefits

- Leaders who support your development through coaching and managing opportunities

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

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## Skills

### Required
- Tax planning
- Estate planning
- Financial planning
- Communication
- Analytical skills
- Problem-solving skills
- Research skills
- Presentation skills
- Legislative knowledge

### Nice to have
- CFP
- RFP
- IQPF
- CICA In Depth tax course
- US Planning knowledge
- Owner-manager taxation
- Corporate reorganizations
- French

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MONTRAL-Quebec-Canada/Financial-Advisory-Consultant_R-0000163672-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)