Financial Advisory Consultant
This Financial Advisory Consultant opportunity is built around the RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families. It would suit someone who can bring warm, steady communication with children and families to the role.
Where ownership sits
Communicate complex strategies to non-technical advisors and their HNW clients. Research and write technical publications and articles, with the ability to simplify.
What the role carries
The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families. Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters. Provide guidance and information with respect to estate, incapacity and disability planning, including Wills and powers of attorney, family law matters and creditor protection stra.
What the role depends on
- University degree supported by a professional designation (CPA, MTax or LL.B.).
- Strong research skills, analytical and problem-solving skills with ability to analyze data.
- Able to work independently and collaboratively within a team.
Practical details
- RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity.
- Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
- Drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate.
Job details
- Benefits mentioned: Training
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