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