Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.
As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and financial planning matters. The work includes corporate reorganizations, holding companies, trust structures, business sales, and employee stock options. You will also address legal issues, incapacity planning, and creditor protection strategies.
Key Responsibilities
Guide RBC advisors, clients, and Family Office Services professionals
Explain advanced planning strategies affecting private business owners
Research and write technical publications and articles
Lead periodic presentations for advisors on specific topics
Monitor pertinent legislative changes and support strategic projects
Requirements
University degree with CPA, MTax, or LL.B. designation
Seven years of tax, estate, and advanced planning experience
Solid research, analytical, and problem-solving capabilities
Excellent verbal, written, and interpersonal communication skills
Ability to prioritize multiple assignments and meet deadlines
Apply your tax, estate, research, and communication expertise while supporting trusted wealth planning advice through RBC Family Office Services.
📌 Senior Tax Estate Planning Consultant (Winnipeg)
🏢 RBC
📍 Winnipeg