Wealth Concierge

Job Description

What is the opportunity?

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 small 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.

What will you do?

• Provide excellence in client service; by responding to all client inquiries, update client files as required and prepare 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 my 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. Enter data into specific applications (e.g., myGPS). 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.

What do you need to succeed?
Must-have

• University Degree

• Successful completion of CSC (Canadian Securities Course)

• CFP, PFP, or working towards either designation.

• Minimum of 2 years’ experience in a similar role

• 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)

Nice-to-have

• CIM Designation (Chartered Investment Management)

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.

• Challenging work

• Variety of assignments

• Financial strength and a strong brand

• Prestige

• Management that supports your work and progression

Job Skills

Additional Job Details

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Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for…