Join RBC Family Office Services as a Senior Financial Consultant in Toronto, Canada. Leverage your expertise in tax and estate planning to assist high-net-worth clients and advisors effectively.
As a part of the Financial Advisory Support team, you will serve as a primary contact for advisors and Wealth Management clients. Your role will include guiding clients on tax strategies, estate planning, and relevant legal matters. Utilize your robust analytical and communication skills to simplify complex concepts for non-technical audiences.
Key Responsibilities:
• Provide expert guidance on tax and estate planning strategies
• Communicate effectively with advisors and high-net-worth individuals
• Research and write technical articles for client education




• Present specialized topics to advisors regularly
• Collaborate on strategic projects with partners across the organization
Requirements:
• University degree with CPA, MTax, or LL.B. designation
• 7 years of experience in tax and advanced financial planning
• Solid analytical and problem-solving skills
• Excellent verbal and written communication abilities
• Ability to prioritize multiple assignments efficiently
Utilize your tax, estate, and financial planning expertise to make a significant impact for RBC clients in Toronto.
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📌 Senior Financial Consultant At Rbc Toronto (Canada)
🏢 RBC
📍 Canada