At a Glance
- Tasks: Advise high-net-worth clients on complex tax and estate strategies.
- Company: Join RBC Family Office Services, a leader in wealth management.
- Benefits: Competitive salary, mentorship opportunities, and a dynamic work environment.
- Other info: Bilingual English/French skills are essential for this role.
- Why this job: Make a real impact by guiding clients through their financial journeys.
- Qualifications: CPA/MTax/LL.B. designation and 7+ years of experience required.
The predicted salary is between 103500 - 126500 $ per year.
RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team.
You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners.
Requires CPA/MTax/LL.
B. designation and 7+ years of experience, strong research skills, and bilingual English/French.
Lead technical publications, mentor advisors, and contribute to strategic projects.
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Senior Tax & Estate Planning Advisor in Montréal employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
