What is the opportunity?

We support RBC Investor Services (IS). As a Qualified Intermediary and Model 1 FFI, we ensure valid U.S. tax documentation is in place to support reduced treaty rates on U.S. source income and meet FATCA withholding and reporting requirements. This role leads, directs, and manages all activities related to QI, FATCA, and CRS account documentation for RBC Investor Services Trust and Royal Bank of Canada custody accounts.

What will you do?

• Provide direction to the business on all activities related to QI, FATCA, and CRS documentation.
• Ensure valid U.S. tax documentation is requested, validated, and maintained for QI, FATCA, and CRS purposes and correctly reflected on all custody systems.
• Develop processes and procedures to mitigate operational risk, reduce cost, and improve operational efficiency.
• Accountable for ensuring all business units are aware of and follow established QI, FATCA, and CRS...