Royal Bank of Canada·2 months ago
2 months ago
Financial Advisory Consultant
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About this role
We are looking for a Financial Advisory Consultant to provide expert guidance on tax, estate, and financial planning for advisors and clients. You will communicate complex strategies to non-technical professionals and lead presentations. Ideal candidates have significant experience in tax, estate, and financial planning within the financial services sector.
Skills
- cpa
- tax planning
- estate planning
- financial planning
- investment management
- corporate reorganization
- trust structures
- wills and powers of attorney
- creditor protection
- legal research
- technical writing
- presentation skills
- client service
- analytical skills
- problem solving
- cica in depth tax course
- us planning knowledge
- bilingual french/english
Company
Royal Bank of Canada
Vancouver, Canada
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