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Added 1 day ago
Financial Advisor, Investment & Retirement Planning - College & Grace, Toronto
Scotiabank
Toronto, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
RJ
Associate Advisor/Financial Planner
Raymond James
Waterloo, ON
- Full-time
Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border…
Added 2 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 2 days ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Added 2 days ago
Manager, ABM Optimization
Scotiabank
Toronto, ON
Collaboration and relationships building skills with internal partners including Real Estate
Added 2 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 2 days ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 2 days ago
S
Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
- Full-time
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
KG
Client service Co-ordinator
Kilgour Group - IG Private Wealth Management
Sudbury, ON · Greater Sudbury, ON
- Full-time
Company Description Kilgour Group – IG Private Wealth Management is a Sudbury-based team providing comprehensive, coordinated financial planning to families, incorporated professionals, and…
Added 2 days ago
FT
Head of Private Markets - Canadian Wealth Management
Franklin Templeton
Toronto, ON
- Full-time
Franklin Templeton’s Private Markets group is a core growth engine of the firm, providing institutional and wealth clients with access to differentiated, institutional‑quality investment…
Added 2 days ago
VG
Wealth Management Advisor
Virtus Group, Chartered Professional Accountants & Business Advisors LLP
Regina, SK
- Full-time
We’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building VPW and growing our presence in the market.
Added 3 days ago
C
Wealth Strategist-Bilingual
CIBC
Montreal, QC
- Full-time
As a Wealth Strategist, you'll work closely with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors, and CIBC Private Investment Counselors to support high net worth…
Added 3 days ago
Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 3 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 3 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 3 days ago
B
Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Added 3 days ago
OF
Corporate Development Representative - Advisor Acquisition & Growth
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions…
Added 3 days ago
RJ
AVP, Tax Consulting
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
Collaborate with Insurance Solutions, Estate & Trust Solutions and Charitable Giving to develop coordinated wealth strategies.
Added 3 days ago
B
Senior Director, Business Transformation, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 3 days ago
B
Senior Director, Business Enablement, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 3 days ago
B
Administrative Assistant, Wealth Management, Nesbitt Burns
BMO
Brossard, QC · Laval, QC · Montreal, QC · Quebec, QC · MCGC
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 3 days ago
EJ
Associate Analyst - Financial Planning
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
Contribute to continuous improvement efforts by identifying opportunities to enhance planning resources, processes, and advisor experiences.
Added 3 days ago
RC
Tax Supervisor - Private Company
RSM Canada
Calgary, AB
- Full-time
…business owners and high net worth families strengthen their wealth and minimize…
Added 4 days ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 4 days ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…

RBC

Financial Advisory Consultant

Vancouver, BC, Canada

The expected base salary range for the above position is $120,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. · Full-time

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Job details

Pay: The expected base salary range for the above position is $120,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
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

This position may also be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

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:

VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVER

City:

Vancouver

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 serve as a primary contact for advisors and clients, providing expert guidance on complex tax, estate, and financial planning strategies. They will also research and write technical publications while leading presentations to educate internal teams on legislative changes and planning ideas.

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 related 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
Presentation skills
Client service
Technical writing

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisory
Wealth Management
Tax Planning
Estate Planning
CPA
MTax
LL.B
CFP
RFP
IQPF
CICA In Depth Tax Course
Corporate Reorganizations
Holding Company
Trust Structures
Employee Stock Options
Wills
Powers Of Attorney
Family Law
Creditor Protection
High Net Worth
Private Business Owners
Financial Services
Strategic Projects
Legislative Changes
Technical Writing

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