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Added 3 mins ago
NH
Data Analyst
Niagara Health
St. Catharines, ON
- Full-time
Reporting to the Manager, Enterprise Analytics, the Data Analyst is responsible for the design, development, maintenance, and optimization of reporting and analytics solutions within the…
Added 3 mins ago
WI
Lead Professional, Project Controls
WSP in Canada
Calgary, AB
- Full-time
Reporting to the Project Controls Manager, you will work closely with Project Managers and multidisciplinary project teams to establish and maintain robust project controls throughout the…
Added 3 mins ago
K
Seasonal Sales Associate (Richmond)
Knix
Richmond, BC
- $19.7 CAD / hour
- Temporary
Escalate any issues or opportunities as required to the Manager on Duty.
Added 3 mins ago
PS
Regional IT License Manager
PlanIT Search
Markham, ON
- $95,000 to $115,000 CAD / year
- Full-time
The Regional IT License Manager is responsible for managing the organization’s software licenses subscription services, and license compliance across the AMER region while collaborating…
Added 3 mins ago
WI
Lead Professional, Project Controls
WSP in Canada
Toronto, ON
- Full-time
Reporting to the Project Controls Manager, you will work closely with Project Managers and multidisciplinary project teams to establish and maintain robust project controls throughout the…
Added 3 mins ago
E
Production Cook (Full-Time) - Eataly Yorkville
Eataly
Toronto, ON
- $18 to $21 CAD / hour
- Full-time
…and other from-scratch production. Reports to the Sous Chef…
Added 6 mins ago
Product Operations Manager
Riva International, Inc.
Canada
Riva is seeking a strategic, detail-oriented Product Operations Manager to strengthen how our Product team uses data, customer feedback, and operational signals to make better decisions.…
Added 6 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Swift Current, SK
- Part-time
…quality nursing care to clients. He/She is responsible to the Manager of the designated…
Added 6 mins ago
MS
Regulatory Affairs Manager (On Site)
Myant Shared Service Corp.
Mississauga, ON
- Full-time
Myant is looking for an experienced Regulatory Affairs Manager to support the commercialization and continued development of our medical device and digital health portfolio. This is a…
Added 6 mins ago
HH
Patient Care Manager
Halton Healthcare
Georgetown, ON · Halton Hills, Ontario
- Full-time
…Halton Healthcare, the GH Emergency Department (ED) Patient Care Manager (PCM) works in collaboration with the ED leadership team; the GH Chief of the ED, GH ED Professional Practice…
Added 6 mins ago
HH
Patient Care Manager
Halton Healthcare
Oakville, ON
- Full-time
…Healthcare, the OTMH Emergency Department (ED) Patient Care Manager (PCM) works in collaboration with the ED leadership team; the OTMH Chief of the ED, OTMH ED Professional Practice…
Added 6 mins ago
EN
Production Cook (Full-Time) - Eataly Yorkville
Eataly North America
Toronto, ON
- $18 to $21 CAD / hour
- Full-time
…and other from-scratch production. Reports to the Sous Chef…
Added 6 mins ago
EN
Lead Line Cook (Full-Time) - Eataly Yorkville
Eataly North America
Toronto, ON
- $45,000 to $47,500 CAD / year
- Full-time
…while overseeing other line cooks. Reports to the Sous Chef Manager and Chef de…
Added 6 mins ago
EN
Seasonal Production Cook (Full-Time) - Eataly Yorkville
Eataly North America
Toronto, ON
- $18 to $21 CAD / hour
- Full-time
- Contract
…and other from-scratch production. Reports to the Sous Chef…
Added 6 mins ago
MS
Client Success Manager, Associate
Morgan Stanley
Montreal, QC
- Full-time
Aider les clients à traiter les nouvelles subventions, les exercices, les libérations, les applications de mesure du rendement, les dividendes et les reports
Added 6 mins ago
SN
170R1-26-4 Community Food Animator
Six Nations
Ohsweken, ON
- Full-time
Applications will be received by Six Nations of the Grand River and Grand River Employment & Training (GREAT) up until 4:00 p.m. EST, Wednesday, October 28, 2026, for the Community Food…
Added 6 mins ago
SN
186-26-3 Maintenance Worker
Six Nations
Ohsweken, ON
- Full-time
Applications will be received by Six Nations of the Grand River and Grand River Employment & Training (GREAT) up until 4:00 p.m. EST, Wednesday, October 28, 2026, for the Maintenance Worker…
Added 6 mins ago
SN
188-26-5 Paramedic Chief
Six Nations
Ohsweken, ON
- Full-time
Applications will be received by Six Nations of the Grand River and Grand River Employment & Training (GREAT) up until 4:00 p.m. EST, Wednesday, October 28, 2026, for the Chief of Paramedic…
Added 6 mins ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
…lending solutions, home financing (including business-for-self applications)), and small business…
Added 6 mins ago
AW
Assistant Estate Manager
Arterra Wines Canada
ON · Niagara Falls, ON · Inniskillin Wines Niagara
- Full-time
Inniskillin Estate Winery is looking for Assistant Manager, Winery where you will be responsible for building and leading a team in delivering exceptional wine and food experiences that…
Added 6 mins ago
R
Chef de programme, Santé et mieux-être / Program Manager, Health and Wellness
RTX
Longueuil, QC
- Full-time
Added 6 mins ago
Classification Specialist, Customs Compliance
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
Reporting to the Customs Compliance & Operations Senior Manager, the Classification Specialist plays a key role within the Customs team. This position supports the implementation,…
Added 6 mins ago
Manager, Traffic Engineering
City of Regina
Regina, SK
Added 6 mins ago
Nurse Clinician (N4) - Endocrinology - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services and in collaboration with the Site Lead of Endocrinology and Metabolism, and while demonstrating a commitment to the Mission,…
Added 6 mins ago
Crisis Clinician N3 - Provincial Child and Youth Crisis and Consultation Services - Repost
Winnipeg Regional Health Authority
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Under the general direction of the Manager - Child and Youth Treatment Services, Mental Health and Addictions, Share Health and in collaboration with the Crisis Response Services clinical…

RBC

Financial Advisory Consultant

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 7 years of related experience in tax, estate, and advanced financial planning
Posting language: English
Posted: Oct 7, 2026

Original 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.

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-13

Application Deadline:

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.

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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.

Apply About employer

More about this job

Responsibilities

The consultant will act as a primary subject matter expert providing technical guidance on tax, estate, and financial planning strategies to advisors and high-net-worth clients. They will also research and write technical publications while leading presentations on complex financial topics.

Requirements

Candidates must hold a university degree along with a professional designation such as CPA, MTax, or LL.B. A minimum of 7 years of experience in tax, estate, and advanced financial planning is required.

Skills

Tax planning
Estate planning
Financial planning
Wealth management
Corporate reorganizations
Trust structures
Business succession planning
Research
Analytical skills
Problem-solving
Communication
Interpersonal skills
Client service
Presentation skills
Cash management
Investment management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisory
Wealth Management
Tax Planning
Estate Planning
CPA
MTax
LL.B
Corporate Reorganization
Trust Structures
Business Succession
High Net Worth
Financial Planning
CFP
RFP
IQPF
CICA In Depth Tax Course
Investment Management
Client Counseling
Risk Management
Strategic Projects
Legislative Changes
Technical Writing
Presentation Skills
Analytical Skills
Problem Solving
Interpersonal Skills
Banking
Family Office Services
Employee Stock Options
Creditor Protection

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