Elevate your career as a Wealth Concierge with RBC PH&N; Investment Counsel. Deliver exceptional service to clients while supporting experienced Investment Counsellors with meticulous coordination.

This full time position requires a solid focus on problem resolution, detail orientation, and effective communication. Ideal candidates will have at least 2 years of experience in financial roles such as Financial Advisor or Financial Planning Associate. You will take the lead in preparing documentation, managing client meetings, and collaborating with other departments to facilitate a seamless wealth management experience.

Key Responsibilities:
• Provide top-tier service for client inquiries and updates
• Coordinate Annual Review Meeting preparation and materials




• Review financial and estate plans ahead of client meetings
• Use Salesforce for updating wealth planning information
• Assist the advisory team in collecting necessary documentation

Requirements:
• University Degree required
• Minimum of 2 years in a relevant financial role
• Proficient in MS Office Suite
• Robust written and verbal communication skills
• Detail-oriented with excellent task prioritization

Become a vital asset in delivering client-centric solutions with RBC PH&N; Investment Counsel.
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📌 Wealth Concierge At Rbc Ph&n Investment British Columbia (Canada)
🏢 0000050599 RBC Dominion Securities
📍 Canada