Lead advanced tax and estate planning guidance at RBC Family Office Services in Toronto, supporting advisors and high-net-worth clients.

This Managing Director role serves as a technical resource within Financial Advisory Support. You will address corporate reorganizations, trusts, estate planning, and legal issues. The position requires expert communication, research, and strategic collaboration across RBC Wealth Management.

Key Responsibilities:

- Advise RBC advisors and Wealth Management clients on planning strategies
- Explain corporate reorganizations, trusts, and business sale considerations
- Guide estate, incapacity, disability, and creditor protection planning
- Research and write technical publications for non-technical audiences




- Lead advisor presentations and participate in strategic projects

Requirements:

- University degree with CPA, MTax, or LL.B. designation
- Seven years of tax, estate, and advanced financial planning experience
- Solid research, analytical, problem-solving, and data analysis skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to prioritize assignments and consistently meet deadlines

Apply advanced tax, estate, research, and communication expertise as RBC’s Toronto-based planning resource for advisors and clients.

📌 Senior Tax Estate Planning Director (Toronto)
🏢 0000050176 RBC Capital Markets
📍 Toronto