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Pilote de la solution GIA Sailpoint
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Montreal, QC
- Full-time
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Pilote de la solution GIA Sailpoint
Wepoint
Montreal, QC
- Full-time
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Stage - Hiver 2027 - Gestion et analyse de données clients / Internship - Winter 2027 - Customer Master Data Analysis and Management
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Workforce Analyst, Winter 2027 (Co-op/Internship) - 8 Months
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Henry Schein
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- Full-time
…service, and digital technology driven through an all-encompassing business solutions approach which brings our Corporate Mission to…
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Toronto, ON · TPCA Toronto
TP is a worldwide leader in client experience management and contact center business process outsourcing. With more than 500,000 employees, development of an efficient and responsible…
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Teleperformance
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…typically available and will be considered only where supported by business needs and applicable legal…
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Conventional Production Engineer
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Area Surface Land Administrator
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Relationship Manager
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…corporation, we provide financing, knowledge resources and business management software to over 103,000 customers…
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AI Engineer
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Part-Time & Casual Retail Sales Representatives - Mons Royale Whistler
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Team Lead Occupancy & Space Planning
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The Government of Nova Scotia
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Sales Solution Specialist ,Healthcare
Sysco
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Intern – Growth and Optimization (4-Month or 8-Month Term) January 2027
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Work closely with business units and corporate teams to build strong working relationships across the organization to draw information and knowledge.
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OEM National Account Manager
Siemens
AB · Toronto, ON · Ottawa, ON · Oakville, ON · Montreal, QC · Vancouver, BC · Calgary, AB
Develop and execute a national OEM account and growth strategy aligned with overall business and sales priorities.
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Senior Manager, Technology & AI Risk
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RBC

Financial Advisory Consultant

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Jan 29, 2027
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
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

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

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
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team

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:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

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:

2027-01-29

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 provide expert guidance on complex tax, estate, and financial planning strategies to RBC advisors and high-net-worth clients. They will also research and write technical publications while leading presentations on legislative changes and planning strategies.

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, along with bilingual proficiency in English and French.

Skills

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

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisory
Wealth Management
Taxation
Estate Planning
CPA
MTax
LL.B
Corporate Reorganization
Trust Structures
Holding Company
Employee Stock Options
Wills
Powers Of Attorney
Family Law
Creditor Protection
CFP
RFP
IQPF
CICA In Depth Tax Course
High Net Worth
Private Business Owners
Financial Planning
Investment Advisors
Succession Planning
Legislative Changes
Strategic Projects
Client Service
Bilingualism

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