Support high-net-worth clients in Toronto through concierge service, wealth planning coordination, and precise administrative follow-up at RBC PH&N; Investment Counsel.

As Wealth Concierge, you will support established Investment Counsellors and valued clients within RBC PH&N; IC. The full-time position requires client service, coordination, attention to detail, and problem resolution. You will work with internal partners and wealth management specialists supporting discretionary investment management relationships.

Key Responsibilities:

- Respond to client inquiries and update client files
- Prepare annual review and wealth planning meeting materials
- Review financial, estate, insurance, and will information
- Update Wealth Planning items in SalesForce
- Coordinate documents, appointments,



questionnaires, follow-ups, and client transactions

Requirements:

- Minimum two years’ similar investment or wealth industry experience
- Experience supporting advisory teams and high-value client relationships
- University degree and completed Canadian Securities Course
- CFP or PFP designation, or progress toward either
- Solid communication, prioritization, detail, and advanced Microsoft Office skills

Bring wealth management coordination, client service, and detailed follow-through to Investment Counsellors and clients at RBC PH&N; IC.

📌 Wealth Concierge Client Service Coordinator (Toronto)
🏢 RBC
📍 Toronto