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 clientsCommunicate expert knowledge on advanced financial strategiesProvide legal guidance for estate planning mattersWrite technical publications for non-technical audiencesParticipate in strategic projects to enhance servicesRequirements:University degree with skilled designation (CPA, MTax, or LL.B.)7 years of related experience in tax and estate planningStrong analytical, research, and problem-solving skillsExcellent verbal and written communication skillsBilingual in English and French for client supportBring your expertise in financial planning, complex tax strategies, and client service to support RBC's mission in Montréal.#J-18808-Ljbffr

📌 Financial Advisory Consultant At Rbc (Montreal)
🏢 RBC
📍 Montreal