Business Owner Specialist, HNW Planning Services

Job Description

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