Financial Advisory Consultant
Core
Centralized subject matter expert providing technical tax, estate, and advanced financial planning guidance to RBC advisors and high-net-worth clients.
Role type
Senior Financial Advisory Consultant (Tax & Estate Planning)
Builds
Integrated wealth management expertise and planning strategies for HNW individuals and private business owners.
Domain
Wealth Management / Tax & Estate Planning
Required skills
Tax planning, Estate planning, Advanced financial planning, Corporate reorganizations, Trust structures, Business succession planning, Legislative research, Technical writing, Presentation skills, Bilingual communication (English/French)
Preferred skills
CFP, RFP, or IQPF designation, CICA In Depth tax course, US Planning knowledge, Owner-manager taxation expertise
Technologies
None stated
Responsibilities
Serve as primary contact for advisors and clients on technical tax and estate strategies; Communicate expert knowledge on corporate reorganizations, holding companies, and trust structures; Provide guidance on legal issues, incapacity, and disability planning; Research and write technical publications; Lead presentations on specific topics; Keep current with legislative changes; Participate in strategic projects.
Seniority
Senior, hands-on IC
