Elevate client care as a Wealth Concierge at RBC PH&N; Investment Counsel in Vancouver. Support Investment Counsellors and ensure excellent service through attention to detail and streamlined processes.
The Wealth Concierge plays a crucial role in enhancing the client experience by providing administrative and coordination support. You will be responsible for preparing client meeting materials, updating files, and gathering necessary documents. Excellence in service is paramount, along with effective communication skills for working alongside various internal partners.
Key Responsibilities:
• Provide exceptional client service and support inquiries
• Prepare materials for annual review meetings




• Review financial plans and estate documents before presentations
• Utilize SalesForce for wealth planning updates
• Maintain robust relationships with partners and industry contacts
Requirements:
• University degree required
• Minimum of 2 years in financial support roles
• Strong attention to detail and prioritization skills
• Excellent communication and MS Office proficiency
• CFP or PFP designation is a plus
Drive client satisfaction and operational excellence as a Wealth Concierge with RBC PH&N; Investment Counsel in Vancouver.

📌 Client-Focused Wealth Concierge Vancouver
🏢 RBC
📍 Vancouver