Senior Manager, Wealth Management Planning and Specialist in Business Succession Planning - FR

The Family Office Services are looking to add to their Quebec team a specialist in Wealth Management Planning, High Net Worth Clients and Business Owners. As a member of the Planning Services 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 High Net Worth and Ultra High Net Worth RBC clients with personalized financial and succession planning advice, business succession planning, and wealth planning.

Responsibilities

Provide advice on tax planning, succession, fiduciary, and business succession planning strategies, and formulate planning recommendations for RBC Wealth Management - Canada individual and business owners. Apply in-depth and extensive knowledge and skills during meetings with High Net Worth and Ultra 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 patrimonial and succession plans.
• 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 provision of planning services for business owners, tax and succession planning, business succession planning, and philanthropic planning.
• If necessary, collaborate with other RBC planning specialists (financial planning specialists, advisory experts, Testaments and Successions, insurance specialists, Mergers and Acquisitions, 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 the CPA Canada Taxation Fundamentals 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 contributes 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 customizable benefits, competitive remuneration, commissions, and stock options, if applicable.
• Ongoing development supported by leadership through mentorship 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 significant 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 BOUL LAURIER:QUÉBEC

City : Country : Weekly Working Hours: 37.5

Employment Type: Full-time

Industry: Wealth Management

Function Type: Regular

Salary Scale Type: Salaried

Job Posting Date : 2026-07-15

Application Deadline: 2026-07-29

Note : *Applications will be accepted until 23:59 on 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 growth contributes to realizing our purpose and generating value for our clients and communities. To this end, we implement policies and programs to promote a work environment based on respect and belonging, offering opportunities for all.

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RBC is currently accepting applications for this vacant position. By applying for this job posting, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be invited for a more in-depth review of their resume.