RBC Family Office Services is seeking a Tax and Estate Planning Expert to support advisors in Toronto, Canada. Use your advanced knowledge in financial planning to enhance client outcomes.
In your role with the Financial Advisory Support team, you will deliver high-level tax and estate planning guidance to Wealth Management clients. This involves addressing issues relevant to high-net-worth individuals and coordinating with advisors on strategic plans. Your contributions will include effective communication and publication of technical content aimed at simplifying complex planning strategies.
Key Responsibilities:
• Serve as a primary contact for tax and estate planning queries
• Assist clients with corporate reorganizations and trust structures
• Write and simplify technical publications for client understanding
• Lead presentations on advanced topics for advisor teams
• Stay updated on legislative changes impacting financial planning
Requirements:
• University degree with a skilled designation (CPA, MTax, or LL.B.)
• Minimum 7 years of relevant experience in financial planning
• Strong research, analytical, and problem-solving skills
• Ability to work independently and collaboratively
• Exceptional communication and interpersonal skills
Leverage your expertise in tax and estate planning to drive impactful results for RBC's Wealth Management clients.
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📌 Tax and Estate Planning Expert at RBC (Ontario)
🏢 RBC
📍 Ontario