Wealth Concierge

Job Description

What is the opportunity? 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 business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

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. You will possess a passion for service excellence with a focus on problem resolution and attention to detail, while coordinating with various department and internal partners.
What will you do?

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 Sales Force 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. 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.

What do you need to succeed?
Must-have

University Degree

Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate

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

CFP, PFP, or working towards either designation.

What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Challenging work

Variety of assignments

Financial strength and a strong brand

Prestige

Management that supports your work and progression

The expected salary range for the above position is $50,000 - 80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills
Administrative Support, Asset and Liability Management (ALM), Cash Management, Client Counseling, Client Service, Communication, Competitive Markets, Detail-Oriented, Financial Planning, Financial Statement Analysis, Investment Management, Investment Risk, Investments, Market Risk, New Challenges, Results-Oriented, Teamwork, Time Management, Wealth Management
Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:

VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the…