Create a job alert

Once a day, we'll send you new jobs on Workopolis that match this search.

Financial Advisory Consultant


Toronto, ON, CANADA

Sales and Business Development

Typical Base Salary


What is the opportunity?

As an integral member of RBC's Wealth Management Services, your role as a Financial Advisory Consultant is to work closely with a highly accredited group of tax professionals to provide specific tax, estate and financial planning information to advisors in a variety of sales forces within RBC. The right Consultant can contribute valuable perspectives, ideas, and options to help the advisors capitalize on opportunities and deliver value to High Net Worth (HNW) clients.

What will you do?

  • To be a primary contact for RBC advisors 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: investing through a holding company, use of trust structures, sale of a business, charitable giving options, employee stock options, etc.
  • 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?


  • University degree supported by a professional designation (CPA, or LL.B.)
  • 7 years of related experience in one or more of the following areas: taxation, trust planning, estate planning, business owner planning including succession planning,
  • The ability to work as part of an established, technically strong and closely knit team or work independently as needed
  • 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 written, verbal and electronic communication skills


  • Financial planning designation: CFP, RFP, or IQPF is an asset
  • CICA In Depth tax course or equivalent a strong asset
  • US Planning knowledge

About RBC
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit

Get Career Alerts
Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Toronto
Address: 155 Wellington St.W
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 05/07/2017
Req ID: 135090

Posting Notes: None

About RBC

We are one of the world's leading financial institutions, not just by market capitalization, global footprint or service diversity, but by reputation. We bring out the best in our people with a culture that encourages collaboration, development and performance. This is why we have been named as a Top 100 Employer in Canada, and have been included in the Ten Most Admired Corporate Cultures' Hall of Fame. As part of our team you'll get world-class training, flexible benefits, long-term investment and retirement savings plans and access to professional development programs. This is just the beginning of an exciting career at RBC.

Visit the website

What it's like to work at RBC

Company culture

We’re a 79,000-strong global team serving more than 18 million clients around the world. We are all connected by shared values, a sense of responsibility towards others, a commitment to doing what’s best for our clients, and a drive for excellence.

We’re Hiring

Whether in the branch or over the phone, we are always looking for advisors who deliver exceptional service. Solving problems and spotting opportunities is where you shine, always earning and deserving clients’ trust. Check out our Client Service opportunities.

Learning & development

At RBC you’ll have the scope to learn, to grow and to fulfill your potential. Sophisticated training and development tools help build your capability and prepare you for the next step. Longer-term, we’ll make sure you get all the career support you need.

A look inside RBC

image description
image description
image description
image description
image description
image description

Benefits & Perks

Competitive benefits

RBC gives you access to a broad range of competitive benefits to meet your needs today and in the future through our Flex-Benefits program. Choice and flexibility mean the control is in your hands to select the benefits that are right for you and your family.

Students and recent grads

If you want to do interesting, innovative work, this is a great place to start. Whether you’re a summer intern, co-op student or ready to start your full time career, we understand that this is more than just your job. This is the beginning of your future.

Stay connected with us

Are you ready for your best career? Become part of our Talent Community and get the inside scoop on great jobs, career paths, recruitment events and more!


Financial Advisory Consultant, RBC , Toronto, ON, CANADA