Wealth Concierge

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. 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. Responsibilities 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 SalesForce 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. Requirements Minimum of 2 years’ experience in a similar role in the Investment/ Wealth Industry. Demonstrated experience providing service and coordination to advisory teams and their clients within a wealth management setting, supporting the day-to-day needs of established investment professionals and high-value relationships. University Degree. Successful completion of CSC (Canadian Securities Course). CFP, PFP, or working towards either designation. 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? Challenging work. Variety of assignments. Financial strength and a strong brand. Prestige. Management that supports your work and progression. Job Data by YubHub .