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Added 2 mins ago
NH
Clinical Supervisor (Temporary, Full-Time)
Northumberland Hills Hospital
Cobourg, ON
- Full-time
Reporting to the Patient Care Manager (PCM), the Clinical Supervisor (CS) is a leader who facilitates and mentors the interprofessional team to effectively manage of care delivery,…
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Comprehensive Support: Our clinic provides well-trained staff, an experienced clinic manager, and optional urgent care services with on-site resources.
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Penticton, BC
- Internship
…medical office assistants (MOAs), and a dedicated operational…
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Penticton, BC
- Internship
…medical office assistants (MOAs), and a dedicated operational…
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
- Internship
…including an autoclave. A great office staff including Office Manager, 2 MOA’s and a Receptionist will help you settle in, and support your administrative…
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
- Full-time
…including an autoclave. A great office staff including Office Manager, 2 MOA’s and a Receptionist will help you settle in, and support your administrative…
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Fernie, BC
- Internship
…alongside a seasoned clinic owner and a skillful, supportive office manager and staff that will lend their expertise in billing and panel management - creating the perfect environment for…
Added 2 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Fernie, BC
- Internship
…alongside a seasoned clinic owner and a skillful, supportive office manager and staff that will lend their expertise in billing and panel management - creating the perfect environment for…
Added 17 mins ago
AM
Clinic Manager
Aafiyat Medical Centre (AMC)
Mississauga, ON
- Full-time
Aafiyat Medical Centre (AMC) is hiring a Clinic Manager for our Mississauga, Ontario location.
Added 32 mins ago
SC
Sales Associate
Staples Canada
AB · Red Deer County, AB
- Part-time
Engage with and sell to all our customers by offering tailored products and services using all tools and techniques available in our selling model to anticipate and meet future customer…
Added 47 mins ago
TC
Sr. Lead AEM Web Publisher
Tata Consultancy Services
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
…the country's leading organizations. As one of the largest IT services providers in Canada and globally, TCS is aiming to become the world's largest AI-led technology services company and…
Added 47 mins ago
W
(CAN) Health and Beauty Team Associate
Walmart
Slave Lake, AB
- Part-time
2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.
Added 47 mins ago
SS
On Call Care Manager/Care Aide (HCA)
Sunrise Senior Living
Victoria, BC · Sunrise of Victoria
- Part-time
Support dining services and maintain a clean, welcoming environment
Added 47 mins ago
LC
Floral Department Manager Full Time Day
Loblaw Companies Limited
Hamilton, ON
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 47 mins ago
OC
Treasury Coordinator
Ocean Capital Holdings
Saint John, NB
- Full-time
…diverse portfolio spanning broadcasting, real estate, petroleum services, and construction. United by a passion for winning and a commitment to excellence, we empower our people and…
Added 1 hour ago
FL
Assistant Gérant / Assistant Manager
Foot Locker
Quebec, QC
- Full-time
…merchandising, and asset protection. In the absence of the Store Manager, you will assume all managerial duties. Your performance will be measured by your ability to drive sales and…
Added 1 hour ago
FL
Assistant Gérant / Assistant Manager
Foot Locker
Montreal, QC · Anjou, Quebec
- Full-time
…merchandising, and asset protection. In the absence of the Store Manager, you will assume all managerial duties. Your performance will be measured by your ability to drive sales and…
Added 1 hour ago
FL
Gérant de magasin / Store Manager
Foot Locker
Montreal, QC
- Full-time
…prête à travailler dur pour vous. Sous la responsabilité du manager régional, vous aurez pour mission de diriger, coacher et développer tous les membres de l’équipe afin d’assurer une…
Added 1 hour ago
C
Information Technology Operations Manager
Cardata
Canada
- $80,000 to $120,000 CAD / year
- Full-time
Our platform combines software, automation, and operational services to help companies run compliant, scalable vehicle programs across North America.
Added 1 hour ago
M
assistant manager - retail trade
MaxiCare
Amos, QC
- Full-time
Determine merchandise and services to be sold
Added 1 hour ago
FH
Registered Nurse, Medicine - Burnaby Hospital
Fraser Health
Burnaby, BC
- Full-time
Burnaby Hospital plays an essential role to those living in the community by delivering a variety of health care services. Services and specialties include emergency medicine,…
Added 1 hour ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
…(OSC)-regulated entity through which KPMG LLP provides investment banking services in Canada. KPMG Corporate Finance services are principally comprised of merger, acquisition and…
Added 1 hour ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
KPMG's Advisory Services practice is growing and we hiring professionals who want to contribute to the success of KPMG and our clients. More specifically, our Governance, Risk and…
Added 1 hour ago
K
Manager, People & Change
KPMG
Ottawa, ON
- Full-time
Our practitioners deliver strategic and operational consulting services related to organizational effectiveness and change, human resource planning and transformation. From developing…
Added 2 hours ago
SM
Senior Account Manager (Base + Commission)
Setsail Marketing
Vancouver, BC
- Full-time
Recommend and close additional services and projects within your accounts - with uncapped commission on what you close.

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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