Senior Manager, High Net Worth Planning and Business Owner Planning Specialist

RBC•Quebec, QC

34d•Onsite

About The Position

RBC Family Office Services (FOS) is looking to add an experienced High Net Worth/ Business Owner Planning Specialist to the Quebec team. As a member of HNW Planning Services team, you’ll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a High net worth/ Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW clients of RBC.

Requirements

University degree supported by CPA, LL.B, JD, or CBV professional designation
12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planning
Knowledge and technical proficiency related to private wealth management strategies, issues and trends
Strong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situations
Ability to communicate complex planning information in a comprehensive and practical manner
Bilingual (French and English)

Nice To Haves

CPA Canada In Depth Tax completion or equivalent
FEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth Advising
US cross-border planning knowledge would be a strong asset

Responsibilities

Consults on tax, estate, trust and business succession planning strategies and develops planning recommendations for individual and business owner clients of Wealth Management Canada.
Applies extensive, in-depth knowledge, skills to meetings with HNW and UHNW clients: Perform a thorough information gathering and discovery process to gain insight into the client’s family, business circumstances, financial statements, existing trust and legal agreements, etc.
Review the current situation taking into account the client’s short- and long-term goals, and strategically develop strategies and solutions for the client’s family and business wealth and legacy plans.
Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the client’s RBC Wealth Management advisor.
Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.
Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)
Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)
Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations (flexibility to meet with trusted external advisors, as required)