RBC Family Office Services helps advisors deliver integrated wealth management expertise and planning to clients and their families
Job Summary
RBC Family Office Services helps advisors deliver integrated wealth management expertise and planning to clients and their families.
The role involves providing sound guidance on technical tax, estate, and financial planning strategies to advisors and high net worth clients.
Employees benefit from a comprehensive Total Rewards Program, world-class training, and the opportunity to work in a dynamic, collaborative, and high-performing team.
Matching Summary
RBC Family Office Services helps advisors deliver integrated wealth management expertise and planning to clients and their families.
Salary
Base: Competitive compensation; Bonus/Equity: Commissions and stock where applicable; Benefits: Flexible benefits and bonuses
Skills & Requirements
Must-have
Tax and estate planning expertise
Advanced financial planning knowledge
Strong research and analytical skills
Ability to communicate complex strategies
Client service and professionalism
Independent and collaborative work
Nice-to-have
Financial planning designation
Bilingual French and English
US Planning knowledge
Experience with corporate reorganizations
Presentation and writing skills
Motivation to achieve high standards
Key Requirements
University degree with CPA, MTax or LL.B.
7 years related tax and estate planning experience
Strong verbal and written communication skills
Financial planning designation (CFP, RFP, or IQPF) asset