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
- Strong 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