Financial Advisory Consultant

Royal Bank of Canada

Vancouver, Canada
Base: $120,000 - $140,000 cad; bonus/equity: discr...
Tax and estate planning expertise
Financial advisory support
Client relationship management
RBC Family Office Services supports advisors and clients with integrated wealth management expertise and advanced planning strategies

Job Summary

  • RBC Family Office Services supports advisors and clients with integrated wealth management expertise and advanced planning strategies.
  • The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and world-class training.
  • Employees work in a dynamic, collaborative, and high-performing team environment focused on client success and community impact.

Matching Summary

RBC Family Office Services supports advisors and clients with integrated wealth management expertise and advanced planning strategies.

Salary

Base: $120,000 - $140,000 CAD; Bonus/Equity: Discretionary/variable incentive payment possible; Benefits: Comprehensive Total Rewards Program including flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • Tax and estate planning expertise
  • Financial advisory support
  • Client relationship management
  • Technical research and publication
  • Presentation and communication skills
  • Collaborative teamwork
  • Deadline and priority management

Nice-to-have

  • Bilingual French/English communication
  • Advanced financial planning designations
  • Knowledge of US tax planning
  • Owner-manager taxation experience
  • Progressive and inclusive workplace culture

Key Requirements

  • University degree with CPA, MTax or LL.B. designation
  • 7 years related tax, estate, and financial planning experience
  • Strong research and analytical skills
  • Excellent verbal and written communication
  • Financial planning designations (CFP, RFP, IQPF) preferred
  • CICA In Depth tax course or equivalent preferred
  • Bilingual French/English preferred

Work Rights

Not specified

Tailored Resume

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