Join RBC PH&N; Investment Counsel as a Wealth Concierge in Toronto, delivering top-tier client support and service excellence. Collaborate with Investment Counsellors to meet diverse client needs.

The Wealth

Concierge at RBC PH&N; IC will play a vital role in coordinating client service for high-net-worth clients. This position requires handling client inquiries, preparing materials for meetings, and ensuring full support throughout the wealth management process. Your attention to detail will enable the team to provide exceptional service. Key Responsibilities:

- Respond to client inquiries and manage requests
- Organize Annual Review Meeting materials in a timely manner
- Review financial documents before client meetings
- Track information using myGPS and Salesforce
- Assist with scheduling and administrative support Requirements:
- Minimum 2 years’ experience in a relevant position
- University Degree and CSC certification
- Working towards CFP or PFP designation
- Proficient in MS Office applications
- Ability to multitask and prioritize effectively Maximize your potential in client service excellence with RBC PH&N; Investment Counsel.

📌 Wealth Concierge for High-Net-Worth Clients (Toronto)
🏢 RBC
📍 Toronto