# Wealth Concierge

**Company**: RBC PH&N Investment Counsel
**Location**: Toronto, Ontario
**Experience**: mid
**Job type**: full-time
**Salary**: $55,000.00 - $90,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Wealth-Concierge_R-0000191864-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_1379bfc5-f38

## Description

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.

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## Skills

### Required
- Asset and Liability Management (ALM)
- Cash Management
- Client Counseling
- Competitive Markets
- Financial Statement Analysis
- Investment Management
- Investment Risk
- Market Risk
- Results-Oriented

### Nice to have
- CIM Designation (Chartered Investment Management)

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Wealth-Concierge_R-0000191864-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)