Wealth Concierge

Job Description

RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

As the Wealth Concierge, you will be responsible for supporting a team of established Investment Counsellors and their valued clients with concierge level service and coordination. You will possess a passion for service excellence with a focus on problem resolution and attention to detail, while coordinating with various department and internal partners.

• Provide excellence in client service, by responding to all client inquiries, updating client files as required and preparing client presentation material for wealth planning meetings.
• Prepare all Annual Review Meeting material in advance.
• Review Financial Plan, Will and Estate Plan and Insurance information prior to client presentation.
• Utilize Sales Force when updating Wealth Planning items and Discovery preparation.
• Communicate with COI’s/CA’s/LLB’s etc.
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Track progress and follow-up.
• Establish and maintain strong working relationships with the partners, COI’s and other resources necessary to support the role and team in their daily operations.
• Proactively assist with client management of appointments and scheduled meetings/calls.
• Assist the Investment Counsellors and the team where additional support is needed based on volume of administrative workflow and client confirmation transactions.

• University Degree
• Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
• Strong attention to detail and the ability to prioritize urgent tasks efficiently
• Excellent written and verbal communication skills
• Advanced MS Office skills (Word, Excel, Power Point)

• CFP, PFP, or working towards either designation.

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.

• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• Management that supports your work and progression

The expected salary range for the above position is $50,000 - 80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

Administrative Support, Cash Management, Client Counseling, Client Service, Communication, Competitive Markets, Customer Service, Detail-Oriented, Financial Planning, Financial Statement Analysis, Investment Management, Investment Risk, Investments, Market Risk, New Challenges, Results-Oriented, Teamwork, Time Management, Wealth Management

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:

VANCOUVER

City:
Vancouver

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications: