Base: not specified; bonus/equity: bonuses + commi...
Technical tax and estate planning expertise
Bilingual communication in english and french
Client-facing advisory support
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 a broad range of technical tax, estate, and financial planning strategies to advisors and clients.
Employees benefit from a comprehensive Total Rewards Program, leadership support for development, and the opportunity to make a lasting impact in a dynamic, collaborative team.
Matching Summary
RBC Family Office Services helps advisors deliver integrated wealth management expertise and planning to clients and their families.
Salary
Base: Not specified; Bonus/Equity: Bonuses and commissions where applicable; Benefits: Flexible benefits and stock where applicable
Skills & Requirements
Must-have
Technical tax and estate planning expertise
Bilingual communication in English and French
Client-facing advisory support
Research and analytical skills
Independent and collaborative work
High standards of client service
Nice-to-have
Financial planning designation
Knowledge of US planning
Experience with corporate reorganizations
Strong problem-solving skills
Presentation and communication skills
Key Requirements
University degree with CPA, MTax or LL.B.
7 years related experience in tax and estate planning