Business Owner Specialist, HNW Planning Services

Job Description

RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of the HNW Planning Services team, you’ll join a diverse group of highly accredited lawyers, accountants and business valuation subject matter experts.

What is the opportunity?

Your role as a Business Owner Specialist is to work with our advisors to deliver high‑value, customized information and guidance on tax, estate, business succession planning and overall wealth planning to HNW and UHNW business‑owner clients of RBC.

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...