Excel in financial advisory services with RBC Family Office Services in Montréal, Canada. This full-time role demands expertise in tax, estate, and financial planning to assist high-net-worth clients.
At RBC Family Office Services, you'll become a trusted advisor for Wealth Management clients and RBC advisors. Your role requires you to effectively communicate complex financial strategies, lead presentations, and provide valuable guidance on estate and tax issues. This position demands a comprehensive approach to serving clients, requiring research, technical writing, and staying abreast of legislative changes.
Key Responsibilities:
• Act as primary contact for RBC advisors and clients
• Communicate expert knowledge on advanced financial strategies
• Provide legal guidance for estate planning matters




• Write technical publications for non-technical audiences
• Participate in strategic projects to enhance services
Requirements:
• University degree with professional designation (CPA, MTax, or LL.B.)
• 7 years of related experience in tax and estate planning
• Robust analytical, research, and problem-solving skills
• Excellent verbal and written communication skills
• Bilingual in English and French for client support
Bring your expertise in financial planning, complex tax strategies, and client service to support RBC’s mission in Montréal.
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📌 Financial Advisory Consultant at RBC (Montreal)
🏢 RBC
📍 Montreal