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.

📌 Wealth Concierge At Rbc Ph&n Investment Vancouver (Canada)
🏢 0000050599 RBC Dominion Securities
📍 Canada