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Added 17 mins ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 1 hour ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…
Added 1 hour ago
VC
Senior Data and Analytics Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as a Senior Data and Analytics Advisor with Vancouver Coastal Health (VCH)!
Added 1 hour ago
VC
Senior Business Advisor, Data and Analytics
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as an Senior Business Advisor, Data and Analytics with Vancouver Coastal Health (VCH)!
Added 1 hour ago
VC
Transformation, Change & Innovation Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Temporary
Come work as a Transformation, Change & Innovation Advisor with Vancouver Coastal Health (VCH)!
Added 1 hour ago
VC
Advisor, Security Operation Centre (SOC) and Analytics
Vancouver Coastal Health
Vancouver, BC
- $35.37 to $50.85 CAD / hour
- Full-time
Come work as an Advisor, Security Operation Centre (SOC) and Analytics with Vancouver Coastal Health (VCH)!
Added 3 hours ago
MS
Human Resources Manager
Movement Search & Delivery
Chatham-Kent, ON · Chatham, ON
- $130,000 to $140,000 CAD / year
- Full-time
Serve as a trusted advisor to plant leadership on staffing, organizational needs, and employee matters.
Added 4 hours ago
DG
Life Insurance Agent
deVere Group
Toronto, ON
- Full-time
If you are an experienced Insurance Advisor looking for greater opportunity, uncapped earning potential and the chance to help build something from the ground up, we would like to hear from…
Added 4 hours ago
DG
Life & Health Insurance Advisor
deVere Group
Toronto, ON
- Full-time
If you are an experienced Insurance Advisor looking for greater opportunity, uncapped earning potential and the chance to help build something from the ground up, we would like to hear from…
Added 4 hours ago
GL
Senior Manager, Capital & Treasury
Gay Lea Foods
Toronto, ON · Etobicoke, ON
- Full-time
Purpose: Reporting to the Capital & Treasury Advisor, this position will lead the day-to-day execution of Gay Lea Foods’ treasury, financial risk management, and capital allocation…
Added 6 hours ago
CS
Client Advisor, Vancouver - Maison Margiela
CALZATURIFICIO STEPHEN S.R.L.
Vancouver, BC
- Full-time
The Client Advisor serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving sales,…
Added 6 hours ago
C
Human Resources Advisor
Corbec
Drummondville, QC
- Full-time
Do you enjoy having a tangible impact on the daily lives of employees? We are looking for an HR Advisor for our new Drummondville plant, a versatile and committed individual who will be…
Added 6 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 7 hours ago
NB
Senior Tax Advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 7 hours ago
CB
Sales Associate - CosmoProf Store # 07376
CosmoProf Beauty
Brampton, ON
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 9 hours ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 10 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
…commercial accounts with a primary focus on serving as a trusted advisor to key stakeholders, unlocking new project revenue within existing accounts, and building a growing book of business…
Added 10 hours ago
Service Advisor (Mercedes-Benz South Calgary)
Go Auto
Calgary, AB
Added 11 hours ago
IK
Service Advisor - Temporary
Inland Kenworth
Prince George, BC
- Full-time
- Temporary
The Service Advisor will be responsible for service check-ins, scheduling, estimating, selling, updating, and following up with customers during the entire service process. Further…
Added 11 hours ago
DA
Service Advisor
Davis Auto Group
Lethbridge, AB
- Full-time
We're looking for a Service Advisor who brings more than just technical knowledge. We want someone with energy, personality, and a proven ability to build relationships, overcome…
Added 12 hours ago
Business Developer (FX Financial Solutions)
Ebury
Toronto, ON
Becoming an FX Expert (Client Portfolio Manager): Excel at building client relationships and providing financial advice to manage key client portfolios as a trusted advisor.
Added 13 hours ago
BC
Moncler Sales Support Advisor (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Part-time
Reporting to a member of store leadership, the Part-Time Sales Support Advisor partners with the store team to deliver a seamless, personalized, and elevated experience for every Moncler…

RBC

Financial Advisory Consultant- EN

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: Sep 25, 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</a/span>

Apply About employer

More about this job

Responsibilities

Provide RBC advisors, wealth management clients, and Family Office Services professionals with expert guidance on tax, estate, legal, and advanced financial planning matters. Research and communicate complex strategies through publications and presentations, stay current on legislative changes, and contribute to strategic projects.

Requirements

Requires a university degree and a professional designation such as CPA, MTax, or LL.B., along with at least seven years of related tax, estate, and advanced financial planning experience. Candidates must have strong research, analytical, communication, organization, and client-service skills, and be bilingual in English and French.

Skills

Tax Planning
Estate Planning
Advanced Financial Planning
Corporate Reorganizations
Trust Structures
Business Succession Planning
Owner-Manager Taxation
Legal Research
Technical Writing
Client Communication
Presentation Skills
Analytical Skills
Problem-Solving
Project Collaboration
Bilingual Communication

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisory
Wealth Management
Tax Planning
Estate Planning
Advanced Financial Planning
Corporate Reorganizations
Holding Companies
Trust Structures
Business Succession Planning
Owner-Manager Taxation
Employee Stock Options
Wills
Powers Of Attorney
Family Law
Creditor Protection
Incapacity Planning
Disability Planning
High-Net-Worth Clients
Private Business Owners
Legislative Changes
Technical Publications
Research
Client Service
CPA
MTax
LL.B.
CFP
RFP
IQPF
CICA In-Depth Tax Course

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