Wealth Management Consultant at RBC
0000050599 RBC Dominion Securities
Join RBC Family Office Services as a Wealth Management Consultant in Toronto. This full-time role requires expertise in tax, estate, and financial planning for high-net-worth clients. As a pivotal member, you will serve as a primary contact for RBC advisors and Wealth Management clients. You’ll leverage your seven years of experience to provide expert guidance on tax strategies, estate planning, and corporate reorganizations, adapting to the needs of private business owners. Collaborating with internal teams, you will ensure high-quality service while staying updated with legislative changes. Key Responsibilities:
- Serve as contact for advisors and high-net-worth individuals
- Communicate expert knowledge on financial and tax planning
- Guide on legal issues in taxation and estate matters
- Conduct research and write technical publications
- Lead presentations on financial planning topics
- University degree with CPA, MTax, or LL.B. designation
- Seven years in tax, estate, and financial planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Bilingual in French and English preferred
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