Business Owner Specialist, HNW Planning Services

Perform thorough information gathering and discovery process.,Review current situation, client goals, and develop strategic solutions for family and business wealth and legacy plans.,Provide objective planning information and strategies to address wealth planning gaps and risks.,Present unbiased enterprise solutions through coordination with the client's RBC Wealth Management advisor.,Ensure effective delivery of business owner planning, tax and succession planning, estate planning, and philanthropic planning.,Partner with other planning specialists at RBC where appropriate.,Develop strong internal and external referral networks of COIs (accountants, lawyers, etc.).,Deliver customized memos or PowerPoint presentations summarizing strategies and discussions.

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, self-starter, able to work effectively in a variety of situations.,Ability to communicate complex planning information in a comprehensive and practical manner.,Bilingualism (English and French) required.,Nice-to-have: CPA Canada In Depth Tax completion or equivalent.,Nice-to-have: FEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth Advising.,Nice-to-have: US cross-border planning knowledge.

University degree