Elevate your career as a Wealth Concierge with RBC PH&N; Investment Counsel in Toronto. This role demands exceptional client service coordination and attention to detail for high-net-worth clients.
RBC PH&N; IC is seeking a dedicated Wealth Concierge to support Investment Counsellors with premium client service. Your role involves managing client inquiries, preparing presentation materials, and coordinating with internal teams efficiently. Proficiency in Salesforce and advanced MS Office skills will be essential to ensure seamless service delivery.
Key Responsibilities:
• Provide excellence in client service and manage inquiries
• Prepare materials for Annual Review Meetings
• Review financial and estate planning documents prior to presentations




• Support wealth management processes and track necessary information
• Assist teams with administrative workflow and client confirmations
Requirements:
• University Degree with 2+ years in a similar role
• Completion of CSC and pursuing CFP or PFP designations
• Robust attention to detail and prioritization skills
• Excellent communication abilities
• Advanced skills in MS Office Suite
Utilize your organizational skills to enhance client relations at RBC PH&N; Investment Counsel.
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📌 Concierge Wealth Management Role Toronto
🏢 RBC
📍 Toronto