Investment Concierge Professional

Position: Investment Concierge Professional Role
Step into a rewarding career as a Wealth Concierge with RBC in Vancouver. This full-time role emphasizes high-quality service for affluent clients, utilizing extensive financial knowledge and problem-solving skills.

RBC is looking for a Wealth Concierge to assist Investment Counsellors in providing exceptional service. You will engage with high-net-worth clients, preparing materials for meetings while ensuring that all client needs are met adeptly. A keen eye for detail and advanced organizational skills are crucial to managing inquiries and follow-ups effectively.

Key Responsibilities:

• Deliver excellence in client service and follow-ups

• Prepare Annual Review Meeting materials thoroughly

• Review critical financial documents prior to client meetings

• Use Sales Force for updating and managing tasks

• Build relationships with clients and COIs

Requirements:

• Bachelor’s degree with 2+ years of relevant experience

• Strong detail orientation and task prioritization

• Proficient in written and verbal communication

• Advanced skills in MS Office

• CFP or PFP designation a plus

Join RBC in providing elite wealth management services and strengthening client relationships through tailored support.
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