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 processesDevelop personalized wealth strategies and legacy plansCollaborate with RBC Wealth Management advisorsBuild internal and external referral networksPrepare customized presentations and memos for clientsRequirements:University degree with CPA, LL.B, JD, or CBV designation12+ years in tax and estate planning expertiseStrong proficiency in private wealth management strategiesBilingual in English and French for client interactionsExcellent communication skills for complex planning topicsUtilize 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)
🏢 Confidential
📍 Quebec City