At a Glance
- Tasks: Provide expert tax and estate planning guidance to high-net-worth clients.
- Company: Join RBC Family Office Services in vibrant Vancouver.
- Benefits: Enjoy a competitive salary, flexible hours, and professional growth opportunities.
- Other info: Collaborative environment with opportunities for continuous learning and development.
- Why this job: Make a real impact by advising on complex financial matters for affluent clients.
- Qualifications: University degree with CPA, MTax, or LL.B. and 7 years of relevant experience.
The predicted salary is between 90000 - 110000 $ per year.
Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek. As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and financial planning matters. The work includes corporate reorganizations, holding companies, trust structures, business sales, and employee stock options. You will also address legal issues, incapacity planning, and creditor protection strategies.
Key Responsibilities:
- Guide RBC advisors, clients, and Family Office Services professionals
- Explain advanced planning strategies affecting private business owners
- Research and write technical publications and articles
- Lead periodic presentations for advisors on specific topics
- Monitor pertinent legislative changes and support strategic projects
Requirements:
- University degree with CPA, MTax, or LL.B. designation
- Seven years of tax, estate, and advanced planning experience
- Strong research, analytical, and problem-solving capabilities
- Excellent verbal, written, and interpersonal communication skills
- Ability to prioritize multiple assignments and meet deadlines
Apply your tax, estate, research, and communication expertise while supporting trusted wealth planning advice through RBC Family Office Services.
Senior Tax Estate Planning Consultant in Vancouver 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.
