Advance your career as a Wealth Concierge with RBC PH&N; Investment Counsel in Vancouver, Canada. Enjoy a role that prioritizes client service and facilitates investment planning for affluent clients.
As a Wealth Concierge, you will support a dedicated team of Investment Counsellors, ensuring exceptional service quality is maintained. This involves managing client interactions, preparing necessary documentation for meetings, and coordinating with various departments throughout the wealth management workflow. The focus on detail and communication is paramount in this position.
Key Responsibilities:
• Deliver outstanding service by handling client inquiries
• Organize materials for Annual Review Meetings
• Review financial plans and estate documents beforehand




• Update Wealth Planning information in Salesforce
• Assist clients in managing appointments and transactions
Requirements:
• University Degree required
• Minimum 2 years of experience in a financial advisory role
• Exceptional attention to detail and efficiency in tasks
• Solid verbal and written communication skills
• Proficient in MS Office applications
Make a significant impact in wealth management by providing unparalleled client support as a Wealth Concierge.
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📌 Experienced Wealth Concierge Position (Vancouver)
🏢 RBC
📍 Vancouver