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0000050007 Royal Bank Of Canada

Director, High Net Worth Planning Services

VANCOUVERonsitedirector

Posted today · via Workday

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About this role

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.…

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1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in VANCOUVER. We weight your proximity and willingness to relocate.

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