Tax, Estate, and Financial Planning Specialist

Job Description

Financial Advisory Consultant | Confidential Employer

The Tone:
This is a full-time role at Confidential Employer, located in Vancouver, British Columbia, Canada. RBC Family Office Services, through its Financial Advisory Support (FAST) team, provides integrated wealth management expertise and planning to clients and their families. This role is essential for delivering sound guidance on complex tax, estate, and financial planning strategies to advisors, high-net-worth clients, and client-facing professionals, helping them navigate intricate financial landscapes.

The TL;DR
• Role: Full Time
• Type: Regular
• Location: In-person – Vancouver, British Columbia, Canada
• Pay: $120000–$140000 yearly
• Team: Financial Advisory Support (FAST) is a centralized subject matter expert team within RBC Family Office Services.
• Mission: Provide expert tax, estate, and financial planning guidance to advisors and high-net-worth clients within RBC.

What You’ll Actually Do
• Advisory: Serve as the primary contact for RBC advisors, Wealth Management clients, and Family Office Services professionals, offering guidance on diverse technical tax, estate, and financial planning strategies.
• Expertise: Effectively communicate expert knowledge on issues affecting high-net-worth individuals and private business owners, including corporate reorganizations, holding companies, trust structures, business sales, and employee stock options.
• Planning: Provide guidance and information on legal issues related to tax and estate planning, as well as on estate, incapacity, and disability planning matters such as Wills, powers of attorney, family law, and creditor protection.
• Content Creation: Research and write technical publications and articles, simplifying complex strategies for non-technical advisors and their high-net-worth clients.
• Leadership: Lead presentations on specific topics for advisors periodically, keep current with pertinent legislative changes, and actively participate in strategic projects with internal business partners.

The Must-Haves
• Background: University degree supported by a professional designation (CPA, MTax, or LL.B.).
• Experience: 7 years of related experience in tax, estate, and advanced financial planning.
• Skills: Strong research skills, analytical and problem-solving skills, ability to analyze data, excellent verbal and written communication, strong interpersonal skills, ability to prioritize and organize multiple assignments to meet deadlines.
• Bonus: Financial planning designation (CFP, RFP, or IQPF), CICA In Depth tax course or equivalent, US Planning knowledge, owner-manager taxation and corporate reorganizations experience, bilingual (French / English) both oral and written.