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Senior Financial Advisory Consultant in Vancouver – shape wealth strategies for high net worth clients.
Join RBC’s Family Office Services team and impact integrated wealth management across Canada.
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
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact
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.
This position may also be eligible to receive a discretionary/variable incentive payment.
Job Skills
Asesoramiento al cliente, Atención al cliente, Gestión de atención al cliente, Gestión de caja, Gestión de inversión, Gestión de relaciones interpersonales, Gestión de riesgos de inversión, Mercados competitivos, Orientado a los resultados, Toma de decisiones
Additional Job Details
Address: VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVER
City: Vancouver
Country: Canadá
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: 2026-10-02
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.
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 .