Business Owner Specialist, HNW Planning Services

About this role

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>What is the opportunity?</b></p><p>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.</p><p> </p><p><b>What will you do? </b></p><ul><li><p>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.</p></li><li><p>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 and business wealth and legacy plans.</p></li><li><p>Provide objective planning information and strategies to the client to address wealth planning gaps and risks and present unbiased enterprise solutions where appropriate through coordination with the client’s RBC Wealth Management advisor.</p></li><li><p>Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning.</p></li><li><p>Where appropriate, partner with other planning speci

Apply for this role on Royal Bank of Canada’s official careers site.