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 strategiesCommunicate effectively with advisors and high-net-worth individualsResearch and write technical articles for client educationPresent specialized topics to advisors regularlyCollaborate on strategic projects with partners across the organizationRequirements:University degree with CPA, MTax, or LL.B. designation7 years of experience in tax and advanced financial planningStrong analytical and problem-solving skillsExcellent verbal and written communication abilitiesAbility to prioritize multiple assignments efficientlyUtilize your tax, estate, and financial planning expertise to make a significant impact for RBC clients in Toronto.#J-18808-Ljbffr
📌 Senior Financial Consultant At Rbc (Toronto)
🏢 RBC
📍 Toronto