Business Owner Specialist, Hnw Planning Services

Royal Bank of Canada

Vancouver, Canada
Base: $130,000 - $140,000 cad; bonus/equity: discr...
Individual and canadian private corporate tax expertise
Estate and business succession planning
Wealth planning for hnw and uhnw clients
RBC Family Office Services seeks experienced Business Owner Specialists to deliver high value customized wealth planning services to HNW and UHNW clients

Job Summary

  • RBC Family Office Services seeks experienced Business Owner Specialists to deliver high value customized wealth planning services to HNW and UHNW clients.
  • The role involves gathering detailed client information, developing strategic wealth and legacy plans, and coordinating with RBC advisors and external professionals.
  • Employees benefit from a comprehensive Total Rewards Program, leadership development, and opportunities to make a lasting impact in a collaborative and high-performing team.

Matching Summary

RBC Family Office Services seeks experienced Business Owner Specialists to deliver high value customized wealth planning services to HNW and UHNW clients.

Salary

Base: $130,000 - $140,000 CAD; Bonus/Equity: Discretionary/variable incentive payment possible; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Individual and Canadian private corporate tax expertise
  • Estate and business succession planning
  • Wealth planning for HNW and UHNW clients
  • Interpersonal and communication skills
  • Bilingual English and French communication
  • Collaboration with advisors and specialists

Nice-to-have

  • CPA Canada In Depth Tax knowledge
  • Family business and wealth advising certificates
  • US cross-border planning knowledge
  • Self-starter and flexible work approach
  • Strong internal and external referral network development

Key Requirements

  • University degree with CPA, LL.B, JD, or CBV designation
  • 12+ years related experience in tax and estate planning
  • Bilingualism in English and French
  • Professional designations in taxation or valuation
  • Knowledge of Canadian private corporate tax

Work Rights

Not specified

Tailored Resume

Cover Letter