Manager, Private Company Advisory Services

Job Description

What is the opportunity?

Play a key role in helping the Private Company Advisory Services (PCAS) fulfill its role as a principal resource facility for RBC Royal Trust employees (mainly Relationship Managers) on all private company-related matters.

Key client service elements include:

• Providing subject matter expertise on private company-related matters such as corporate governance and legal documents.
• Offering guidance on corporate governance matters, including the review of articles of incorporation, corporate resolutions, shareholder agreements, and other governance-related documents.
• Supporting Relationship Managers and colleagues by providing technical and legal expertise.

What will you do?

Corporate Governance Expertise

• Provide legal and governance-related guidance to RBC Royal Trust employees on fiduciary accounts that own shares in private companies.
• Review and analyze governance documents, including articles of incorporation, corporate resolutions, shareholder agreements, and director appointment criteria, to ensure compliance with legal and regulatory requirements, including the Canada Business Corporation Act (CBCA) and provincial corporation Acts.
• Collaborate with Relationship Managers to address governance-related inquiries and provide actionable recommendations to clients.
• Stay updated on corporate governance best practices, legislative changes, and regulatory developments to ensure compliance and mitigate risks.

Integrated Expertise

• Act as a bridge between legal and accounting disciplines, ensuring that governance and financial strategies are aligned to meet client needs and fiduciary obligations.
• Identify and resolve complex issues that require a multidisciplinary approach, referring matters to subject matter experts and senior management when necessary.
• Develop and deliver training programs for RBC Royal Trust employees on topics such as corporate governance, tax planning, and financial analysis.

Capability and Engagement

• Assist in the collection, facilitation, and coordination of information and documentation to ensure account administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives.
• Proactively maintain timely written, verbal, and electronic communication with other support groups internally and with external contacts.
• Demonstrate a personal commitment to ensuring skills, knowledge, and accreditations are up-to-date and meet position requirements.
• Seek out, develop, and implement innovative solutions for efficient and cost-effective client servicing.
• Support the Senior Manager, PCAS, on any new projects or team initiatives.
• Provide back-up relief to the Senior Manager, PCAS.

What do you need to succeed?

Must haves:

• University degree in Law, Accounting, Business Administration, or a related field.
• Strong working knowledge of corporate governance frameworks, including legal and regulatory requirements for privately held companies.
• 5-7 years of experience in a law firm, accounting firm, or corporate environment, with a focus on corporate governance and/or private company advisory services.
• Strong verbal and written communication skills, with the ability to explain complex legal and financial concepts to non-experts.
• Attention to detail and a commitment to accuracy in both legal and financial analyses.
• Collaborative mindset, with the ability to work effectively across disciplines and build strong relationships with internal and external stakeholders.

Nice-to-have:

• Additional certifications in corporate governance (e.g., Chartered Governance Professional or equivalent) are highly desirable.
• Familiarity with tax planning strategies, business valuations, and post-mortem planning a plus.
• Fluency in English and French is an 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.

WMRT

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-17

Application Deadline:

2025-12-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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