Senior Manager, Wealth Planning and Business Owner Specialist

The Family Office Management Services are looking to add to their Quebec team a specialist in Wealth Planning, High Net Worth Clients and Business Owners. As a member of the Wealth Planning team, you will be part of a diverse group of lawyers, accountants and highly qualified senior business valuation experts. Your role will consist of collaborating with our advisors to provide RBC's ultra-high net worth and high net worth clients with personalized tax and succession planning, business succession planning and wealth planning advice.

Responsibilities

Provide advice on tax, succession, fiduciary and business succession planning strategies, and formulate planning recommendations for RBC Wealth Management - Canada's individual and business clients. Apply in-depth and extensive knowledge and skills during meetings with ultra-high net worth and high net worth clients to:

• Conduct in-depth information gathering and exploratory approach to understand the clients' family and business situations, including their financial statements, trust agreements and existing legal agreements.
• Assess the clients' current situation in relation to their short and long-term goals to develop strategies and solutions that will help them achieve their family and business succession and wealth planning goals.
• Propose to clients advice and strategies to address gaps and mitigate risks in wealth planning; present solutions in collaboration with their RBC wealth management advisor.
• Ensure the delivery of business owner planning, tax and succession planning, business succession planning and philanthropic planning services.
• If necessary, collaborate with other RBC planning specialists (financial planning specialists, advisory experts, Testaments and Successions, insurance specialists, Mergers and Acquisitions group, Intermediate Market).
• Establish strong internal and external referral networks of influential people (lawyers, accountants, etc.).
• Provide clients with a printed summary of the agreed strategies that can be given to their accountant or lawyer to facilitate the implementation of the recommendations; be ready to meet with clients' external advisors as needed.
• Key Success Factors

Requirements

• University degree and professional designation (CPA, LL.B., J.D. or EEE).
• Twelve years or more of relevant experience, and expertise in personal and business tax planning, succession planning and business succession planning.
• Mastery of strategies, issues and trends in private wealth management.
• Strong interpersonal relationship skills, flexibility and empathy, autonomy and ability to work effectively in various situations.
• Ability to communicate complex planning information.
• Proficiency in French and English.

Assets

• Success in CPA Canada's Basic Tax Program, or equivalent.
• Family Business Advisor designation or Family Business and Family Wealth Advisory certifications from FFI GEN.
• Knowledge of cross-border planning services.

Benefits for You

We give our all, think differently to drive our growth and collaborate to provide sound advice that will contribute to the success of our clients and the prosperity of communities. We care about the well-being of everyone and aspire to realize our full potential, foster community growth and contribute to the success of all.

• Comprehensive compensation program including bonuses and benefits, competitive remuneration, commissions and shares, if applicable.
• Ongoing development supported by leadership through mentoring and management opportunities.
• Opportunity to make a significant contribution and have a lasting impact.
• Work in a dynamic and high-performing team focused on innovation and collaboration.
• Flexible work-life balance options.
• Opportunities to take on challenges.
• Possibility to gradually take on more responsibilities.
• Access to various career opportunities within the company.
• Professional Skills

Results-oriented, Client Advisory, Investment Management, Cash Management, Interpersonal Relationship Management, Investment Risk Management, Customer Service Management, Competitive Markets, Decision Making, Customer Service

Additional Job Details

Address: 2828 LAURIER BOULEVARD:QUEBEC

City: Country: Canada

Hours per week: 37.5

Employment type: Full-time

Industry: Wealth Management

Function type: Regular

Salary scale type: Employee

Posting date: 2026-07-15

Application deadline: 2026-07-29

Note: *Applications will be accepted until 11:59 PM the day before the above application deadline*

Our Job Opportunities

At RBC, we are guided by our common values - Client First, Integrity, Collaboration, Respect, Excellence - and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continued growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation and professional development contributes to realizing our purpose and creating value for our clients and communities. To this end, we implement policies and programs to promote a respectful and inclusive work environment and provide opportunities for all.

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RBC is currently inviting candidates to apply for this vacant position. By applying for this job offer, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be called for a closer review of their resume.