Royal Bank of Canada·2 months ago
2 months ago
Financial Advisory Consultant
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What you'll do
- provide expert guidance on tax, estate, and financial planning to advisors and clients
- delivering technical advice
- supporting integrated wealth management
What they're looking for
- cpa
- tax planning
- estate planning
- financial planning
- bilingualism (english and french)
- mtax
- ll.b.
- corporate reorganization
- trust structures
- wills and powers of attorney
- investment management
- investment risk management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Exciting opportunity for a Financial Advisory Consultant to provide expert guidance on tax, estate, and financial planning to advisors and clients. Key responsibilities include delivering technical advice and supporting integrated wealth management. Ideal for candidates with significant experience in tax, estate, and advanced financial planning.
Skills
- cpa
- tax planning
- estate planning
- financial planning
- bilingualism (english and french)
- mtax
- ll.b.
- corporate reorganization
- trust structures
- wills and powers of attorney
- investment management
- investment risk management
- client counseling
- cash management
- customer service management
- decision making
- interpersonal relationship management
- owner-manager taxation
- cica in depth tax course
- us planning knowledge
Company
Royal Bank of Canada
MONTRÉAL, Canada
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