Senior Manager, High Net Worth Planning and Business Owner Planning Specialist

Job Description

What is the opportunity? RBC Family Office Services (FOS) is looking to add an experienced High Net Worth/ Business Owner Planning Specialist to the Quebec team. As a member of HNW Planning Services team, you’ll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a High net worth/ Business Owner Specialist is to work with our advisors to deliver high value customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW clients of RBC.What will you do? Consults on tax, estate, trust and business succession planning strategies and develops planning recommendations for individual and business owner clients of Wealth Management Canada. Applies extensive, in-depth knowledge, skills to meetings with HNW and UHNW clients:

Perform a thorough information gathering and discovery process to gain...