Job Description What is the opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals i…
Vice President & Head of Community Impact, RBC Capital Markets Canada
Toronto, Ontario, Canada · On-site
$110k–$140k/yr
Senior+
Job Description What is the opportunity? Reporting to the Managing Director & Global Head, Community Impact, the Vice President and Head of Community Impact, RBC Capital Markets Canada will manage RBC Capital Markets' ci…
B+H Architects is a global, award-winning firm with a 70+ year legacy of building creative solutions for clients through the delivery of architecture, interior design, landscape, planning, and other consulting services. …
Job Description What is the opportunity? Are you a talented, creative and results-driven professional who thrives on delivering high-performing applications? Come join us! Global Functions Technology (GFT) is part of RBC…
Job ID: 983 Position Type: Union Temporary Department: Distribution Sector Evolution Salary Grade: 9 ($125,384 - $147,503) Job Posting Close Date: 09/16/2026 The Ontario Energy Board is proud to be recognized as one of G…
Job Description What is the opportunity? As a Director of Enterprise Architecture, you will lead the design and implementation of scalable, secure, and AI-driven solutions aligned with RBC’s enterprise architecture. Key …
Experience Aviva Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence. At Aviva Canada, we put people fi…
Vice President & Head of Community Impact, RBC Capital Markets Canada
Toronto, Ontario, Canada · On-site
$110k–$140k/yr
Senior+$22M raised
Job Description What is the opportunity? Reporting to the Managing Director & Global Head, Community Impact, the Vice President and Head of Community Impact, RBC Capital Markets Canada will manage RBC Capital Markets' ci…
Skills: Corporate citizenship, Philanthropy, Social impact, Strategic leadership, Budget management
Director, Digital and Personal Distribution Strategy
Toronto, Ontario, Canada · On-site
Senior
Job Description What is the Opportunity? Join RBC as a visionary leader shaping the future of banking in a Digital-First era. As a Director of Digital & Personal Distribution Strategy, you’ll pioneer transformative strat…
Skills: Corporate strategy, Consulting, Product strategy, Digital transformation, Financial services
StrategyCorp Toronto is looking for Communications Associate to join our growing team in Toronto. WHO WE ARE? StrategyCorp is a full-service public relations, management consulting and and strategic communications firm. …
Skills: Strategic communications, Public affairs, Writing, Editing, Project management
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario, Intern, Strategy Analyst - Summer 2027 MUST INCLUDE YOUR RESUME AND UNOFFICIAL TRANSCRIPT IN ONE PDF DOCUMENT IN THE ATTACHMENT SECTION WHEN YOU CREATE YOUR PROFI…
Skills: Analytical skills, Problem-solving, Data analysis, Hypothesis testing, Communication
Job Description WHAT IS THE OPPORTUNITY? Working with the CRE Strategy and Transformation team to conduct data analysis, own our customer relationship management program, and synthesize insights to drive frameworks and t…
Job Description Director of Solution Architecture, Capital Markets WHAT IS THE OPPORTUNITY? As Head of Data Architecture, you will lead the strategic design and governance of RBC Capital Market's data platform ecosystem.…
Skills: Architectural Modeling, Critical Thinking, Data Architecture Development, Data Warehousing, Decision Making
Senior Credit Officer, Canadian Hedge Fund & Trading Products
Toronto, Ontario, Canada · On-site
$111k–$193k/yr
Senior+$8.1B raised
Application Deadline: Address: 100 King Street West Job Family Group: Audit, Risk & Compliance Provides independent, objective review and adjudication of credit applications and transactions for an assigned portfolio wit…
Job Description WHAT IS THIS OPPORTUNITY? This role reports to the Strategy, Risk, Business Operations and Shared Services (SRBOSS) group within Commercial Banking and Payments Technology (CPT). As part of this team, you…
Senior Manager, Operational Risk / IT Risk and Compliance
Toronto, Ontario, Canada · On-site
Senior
Job Description What is the Opportunity? Senior Manager Operational Risk / IT Risk and Compliance is responsible for supporting the management of Operational Risk and Technology / Cyber Risk supporting the broader Paymen…
Job Description WHAT IS THE OPPORTUNITY? Customer Data Management is RBC’s strategic data capability initiative focused on building a centralized asset to unlock data opportunities across Personal, Business, Distribution…
Skills: Applications Architecture, Architectural Modeling, Critical Thinking, Enterprise IT Architecture, Information Technology Consulting
Line of Service Internal Firm Services Industry/Sector Not Applicable Specialism IFS - Human Capital (HC) Management Level Manager Job Description & Summary A career in Resourcing and Deployment, within Business Enableme…
Skills: Resource Management, Strategic Planning, Data Analysis, Communication, Negotiation
Job Description What is the opportunity? The Principal Enterprise Architect (EA) is responsible for developing enterprise vision and target state architecture for CNB and the assigned business domains within the bank ali…
Skills: Enterprise architecture, System architecture, Cloud implementation, Azure, AWS
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Property Management, Team Management, Capital Project Management, Budgeting, Tenant Relations
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, professional certificate
Bonuses, Flexible Benefits, Competitive Compensation, Commissions, Stock Options, Training Program
Posted 10d ago
~38 hrs/week
Responsibilities
Provide expert guidance on technical tax, estate, and financial planning strategies for high-net-worth individuals and private business owners. Research and write technical publications while leading presentations for advisors and internal business partners.
Requirements
Requires a university degree and a professional designation such as CPA, MTax, or LL.B. with at least 7 years of related experience in advanced financial planning.
Full job description
Job Description
What is the opportunity?
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.
Financial Advisory Support (FAST) is a centralized subject matter expert team of highly accredited tax, estate and advanced planning professionals responsible for providing specific tax, estate and financial planning information to advisors and clients within RBC.
What will you do?
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
What do you need to succeed?
Must have
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
Nice to have
Financial planning designation: CFP, RFP, or IQPF is an asset
CICA In Depth tax course or equivalent a strong asset
US Planning knowledge would be a strong asset
Owner-manager taxation and corporate reorganizations
Bilingual (French / English), both oral and written
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Backer of Canada’s most daring innovators and idea generators. We power bold. #RBCxPowersBold
Offices: 20 King St W, Toronto, Ontario M5H 1C4, CA · 335 8 Ave SW, Calgary, Alberta T2P 1C9, CA · 1055 W Georgia St, Vancouver, British Columbia V6E 0B6, CA · 90 Sparks St, Ottawa, Ontario K1P 5B4, CA · 1 Place Ville-Marie, Montreal, Quebec H3B 3Y1, CA