The Business Owner Specialist position is regarded as a highly significant and strategic appointment in the Royal Bank of Canada Family Office Services. This position is the one that connects advisors and clients. The role is part of a team of HNW Planning Services that works closely with professional legal and accountant staff and valuation experts to offer very valuable insights.
Royal Bank of Canada offers an environment that is based on collaboration, personal and professional development, and win-win situations for all parties involved. Employees are the real beneficiaries of a soft approach to the working culture. The bank encourages employees to develop deep friendships with both staff and clients.
Royal Bank of Canada is one of the most highly regarded banks worldwide in terms of its financial services, and its reputation for inclusivity, strong values, and commitment to client prosperity. In case this is something you are searching for, you can see the complete job posting below to delve into the opportunity even further.
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Employer Details
Company Name : Royal Bank of Canada
Location : Vancouver,British Columbia, Canada
:Montreal, Quebec, Canada
:Ottawa, Ontario, Canada
Salary : $130,000 – $140,000 per year
Job Type : Full-Time
Start date : As Soon as Possible
Benefits : Comprehensive Total Rewards Program, bonuses and flexible benefits, competitive salaries, nurturing management together with coaching, career development, making a difference, lively and cooperative team, forward-thinking and high-performing atmosphere, facing tough assignments, and having the chance to develop close customer ties.
Job Description
- An expert consultation position that assists Royal Bank of Canada advisors in giving personalized advice to business owner clients regarding tax, estate, succession and overall wealth planning.
- It is about working together within a variety of highly experienced and diverse professionals including lawyers, accountants, and valuators.
- It also means being a part of the high-performing, modern, and client-centric initiatives of the team.
- It will also be a chance for you to have meaningful networking with clients and internal partners.
- It is a full-time position of 37.5 hours per week in the Royal Bank of Canada Wealth Management platform.
- It gives the opportunity to be in a vibrant and impactful working environment.
Responsibilities
- Gather and study the information about family, business, financial, trust, and legal matters.
- Review the client’s goals and design tax, estate, succession, and legacy strategies.
- Provide objective planning advice and work with the client’s Royal Bank of Canada advisor to come up with solutions.
- Develop planning, tax, succession, estate, and philanthropic advice.
- Work closely with lawyers, accountants, M&A, and insurance.
- Create memos/PowerPoints that are ready for the client and will help in the discussions about the implementation.
Requirements
- A university degree is required along with a designation: CPA, LL.B/JD, or CBV.
- After that, a minimum of 12 years of experience in the field of Canadian private corporate tax, estate & succession planning, and related areas will be required.
- Strong technical knowledge of private wealth strategies and current trends will be needed.
- In addition, excellent interpersonal, communication, and client-facing skills, as well as being a self-starter, are necessary.
- The candidate must be bilingual in English and French (required); knowledge of US cross-border matters will be an added advantage.
- Professional credentials such as CPA In-Depth Tax, FEA, or FFI GEN certificates are desirable.
How to Apply?
Interested and eligible candidates can apply at Royal Bank of Canada from the provided link below.