Leverage your financial expertise with RBC Family Office Services as a High Net Worth Planning Specialist. Help wealthy clients navigate complex planning challenges in a collaborative workplace.

Join the Quebec team as a High Net Worth Business Owner Planner to facilitate tailored wealth strategies. You'll work with experienced professionals to deliver insights on tax, estate, and business succession planning. Your role includes gathering thorough information and addressing planning gaps for high-net-worth clients, ensuring effective delivery of essential services.

Key Responsibilities:
• Conduct comprehensive client information discovery processes
• Develop personalized wealth strategies and legacy plans
• Collaborate with RBC Wealth Management advisors




• Build internal and external referral networks
• Prepare customized presentations and memos for clients

Requirements:
• University degree with CPA, LL.B, JD, or CBV designation
• 12+ years in tax and estate planning expertise
• Strong proficiency in private wealth management strategies
• Bilingual in English and French for client interactions
• Excellent communication skills for complex planning topics

Utilize your financial planning skills and contribute to meaningful wealth management solutions at RBC in Quebec.
#J-18808-Ljbffr

📌 High Net Worth Planning Specialist at RBC (Quebec City)
🏢 Recognized
📍 Quebec City