Job Description What is the opportunity? RBC Family Office Services (FOS) is looking to add an experienced High Net Worth/ Business Owner Planning Specialist to the Quebec 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 High net worth/ 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 clients of RBC. What will you do? Consults on tax, estate, trust and business succession planning strategies and develops planning recommendations for individual and business owner clients of Wealth Management Canada. Applies extensive, in-depth knowledge, skills to meetings with HNW and UHNW clients: 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. 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. 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. Accountable for ensuring effective delivery of business owner planning, tax and succession planning, estate planning and philanthropic planning. Where appropriate, partner with other planning specialists at RBC (e.g., Financial Planning Specialists, Will & Estate Consultants, Insurance Specialists, Mid-Market Mergers & Acquisitions, etc) Develop strong internal and external referral networks of COIs (accountants, lawyers, etc) Deliver a customized memo or PowerPoint presentation summarizing strategies and discussions that may be provided by the client to their accountant or lawyer to facilitate implementation of recommendations (flexibility to meet with trusted external advisors, as required) What do you need to succeed? Must haves: University degree supported by CPA, LL.B, JD, or CBV professional designation 12 years or more of related experience and significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planning Knowledge and technical proficiency related to private wealth management strategies, issues and trends Strong interpersonal skills, flexible and empathetic, self-starter, able to work in effectively in a variety of situations Ability to communicate complex planning information in a comprehensive and practical manner Bilingual (French and English) Nice-to-have: CPA Canada In Depth Tax completion or equivalent FEA designation or FFI GEN Certificates in Family Business Advising and Family Wealth Advising US cross-border planning knowledge would be a strong asset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business. Job Skills Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented Additional Job Details Address: 2828 BOUL LAURIER:QUÉBEC City: Québec Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-15 Application Deadline: 2026-07-29 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up 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 jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.