Vice President Hnw Planning Services - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the opportunity?

What will you do?

Perform a thorough information gathering and discovery process to gain insight into the client's family, business circumstances, financial statements, existing trust and legal agreements, etc.
Review the current situation taking into account the client's short

- and long-term goals, and strategically develop strategies and solutions for the client's family and business wealth and legacy plans.

Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the client's RBC Wealth Management advisor.
Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.
Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc)
Develop strong internal and external referral networks of COIs (accountants, lawyers, etc)
Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations (flexibility to meet with trusted external advisors, as required)

What do you need to succeed?

Must-have:

University degree supported by CPA, LL.B, JD, or CBV professional designation
12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planning
Knowledge and technical proficiency related to private wealth management strategies, issues and trends
Strong interpersonal skills, flexible and empathetic, selfstarter, able to work in effectively in a variety of situations
Ability to communicate complex planning information in a comprehensive and practical manner

Nice to have:

CPA Canada In Depth Tax completion or equivalent
FEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth Advising
US crossborder planning knowledge would be a strong asset

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
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 highperforming team
Opportunities to do challenging work
Opportunities to building close relationships with clients

Job Skills
Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

RBC CENTRE, 155

WELLINGTON ST W:

TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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