Wealth Concierge

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners.

As the Wealth Concierge, you will be responsible for supporting a team of established Investment Counsellors and their valued clients with concierge level service and coordination.

Responsibilities

• Provide excellence in client service; by responding to all client inquiries, update client files as required and prepare client presentation material for wealth planning meetings.
• Prepare all Annual Review Meeting material in advance.
• Review Financial Plan, Will and Estate Plan and Insurance information prior to client presentation.
• Utilize SalesForce when updating Wealth Planning items and my Discovery preparation.
• Communicate with COI’s/CA’s/LLB’s etc.
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
• Establish and maintain strong working relationships with the partners, COI’s and other resources necessary to support the role and team in their daily operations.
• Proactively assist with client management of appointments and scheduled meetings/calls.
• Assist the Investment Counsellors and the team where additional support is needed based on volume of administrative workflow and client confirmation transactions.

Requirements

• Minimum of 2 years’ experience in a similar role in the Investment/ Wealth Industry.
• Demonstrated experience providing service and coordination to advisory teams and their clients within a wealth management setting, supporting the day-to-day needs of established investment professionals and high-value relationships.
• University Degree.
• Successful completion of CSC (Canadian Securities Course).
• CFP, PFP, or working towards either designation.
• Strong attention to detail and the ability to prioritize urgent tasks efficiently.
• Excellent written and verbal communication skills.
• Advanced MS Office skills (Word, Excel, Power Point).

Nice-to-have

• CIM Designation (Chartered Investment Management)

What’s in it for you?

• Challenging work.
• Variety of assignments.
• Financial strength and a strong brand.
• Prestige.
• Management that supports your work and progression.