Financial Advisory Support Specialist

RBC Family Office Services is seeking a Financial Advisory Support Specialist to join their team. The successful candidate will provide sound guidance on a broad range of technical tax, estate, and financial planning ideas and strategies to RBC advisors, Wealth Management clients, and client-facing Family Office Services professionals. Responsibilities: Provide expert knowledge on issues affecting HNW individuals and private business owners, such as corporate reorganizations, investing through a holding company, use of trust structures, sale of a business, employee stock options, etc. Offer guidance on legal issues that may arise in the context of tax and estate planning matters Provide guidance on estate, incapacity, and disability planning, including Wills and powers of attorney, family law matters, and creditor protection strategies Research and write technical publications and articles, simplifying complex strategies for non-technical advisors and their HNW clients Lead presentations on specific topics to advisors on a periodic basis Stay current with pertinent legislative changes Participate in strategic projects with internal business partners Requirements: University degree supported by a professional designation (CPA, MTax, or LL.B.) 7 years of related experience in tax, estate, and advanced financial planning Strong research, analytical, and problem-solving skills Ability to work independently and collaboratively within a team Excellent verbal and written communication and interpersonal skills Nice to have: Financial planning designation: CFP, RFP, or IQPF CICA In Depth tax course or equivalent US Planning knowledge Owner-manager taxation and corporate reorganizations Bilingual (French / English), both oral and written Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits Competitive compensation World-class training program in financial services Dynamic, collaborative, progressive, and high-performing team environment Job Data by YubHub .