Financial Advisory Consultant

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 skills, analytical and problem-solving skills with ability to analyze data
Able to work independently and collaboratively within a team
Dedication and motivation to achieve high standards of client service, accuracy and professionalism in the performance of duties
The ability to prioritize and organize multiple assignments to consistently meet deadlines
Excellent verbal and written communication and interpersonal skills

Primary contact for RBC advisors, Wealth Management clients and client-facing Family Office Services professionals for sound guidance on a broad range of technical tax, estate and financial planning ideas and strategies
Effectively communicate expert knowledge around 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.
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 strategies
Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients
Lead presentations on specific topics to advisors on a periodic basis
Keep current with pertinent legislative changes
Actively participate in strategic projects with internal business partners across the organization