Royal Bank of Canada

Financial Advisory Consultant

Royal Bank of Canada • $80K — $120K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • University degree with a professional designation (CPA, MTax, or LL.B.)
  • 7 years of experience in tax, estate, and advanced financial planning
  • Strong research, analytical, and problem-solving skills
  • Ability to work independently and collaboratively
  • Motivated to deliver high standards of client service and professionalism
  • Strong organizational skills for managing multiple assignments
  • Excellent verbal and written communication skills

Responsibilities

  • Serve as the primary contact for RBC advisors and Wealth Management clients
  • Communicate expert knowledge on complex issues affecting HNW individuals and private businesses
  • Offer guidance on legal matters related to tax and estate planning
  • Advise on estate planning, incapacity, and disability issues
  • Research and write technical publications for advisors and clients
  • Lead presentations on specialized topics for RBC advisors
  • Stay updated on legislative changes
  • Engage in strategic projects with internal business partners

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • World-class training program in financial services
  • Dynamic, collaborative, and high-performing team environment
  • Opportunity to make a difference and lasting impact
Full Job Description
Job Description

What will you do?
  • Primary contact for RBC advisors, Wealth Management clients and client-facing Family Office Services professionals for sound guidance on a broad range of technical tax, estate and financial planning ideas and strategies
  • Effectively communicate expert knowledge around issues affecting HNW individuals and private business owners, such as: corporate reorganizations, investing through a holding company, use of trust structures, sale of a business, employee stock options, etc.
  • Provide guidance and information on legal issues that may arise in the context of tax and estate planning matters
  • Provide guidance and information with respect to estate, incapacity and disability planning, including Wills and powers of attorney, family law matters and creditor protection strategies
  • Research and write technical publications and articles, with the ability to simplify and communicate complex strategies to non-technical advisors and their HNW clients
  • Lead presentations on specific topics to advisors on a periodic basis
  • Keep current with pertinent legislative changes
  • Actively participate in strategic projects with internal business partners across the organization


What do you need to succeed?

Must have
  • University degree supported by a professional designation (CPA, MTax or LL.B.)
  • 7 years of related experience in tax, estate, and advanced financial planning
  • Strong research skills, analytical and problem-solving skills with ability to analyze data
  • Able to work independently and collaboratively within a team
  • Dedication and motivation to achieve high standards of client service, accuracy and professionalism in the performance of duties
  • The ability to prioritize and organize multiple assignments to consistently meet deadlines
  • Excellent verbal and written communication and interpersonal skills

Nice to have
  • Financial planning designation: CFP, RFP, or IQPF is an asset
  • CICA In Depth tax course or equivalent a strong asset
  • US Planning knowledge would be a strong asset
  • Owner-manager taxation and corporate reorganizations
  • Bilingual (French / English), both oral and written


What's in it for you?

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Ability to make a difference and lasting impact


RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills
Cash Management, Client Counseling, Competitive Markets, 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:

2026-03-13

Application Deadline:

2026-10-02
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
Finance & Insurance
5 Year Trend
+8.7%
NASDAQ
RY
* Ladders Estimates

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