Wealth Concierge

Royal Bank of Canada

Vancouver, Canada
Base: $50,000 - 80,000 cad; bonus/equity: discreti...
Client service excellence
Coordination with internal partners
Use of salesforce and mygps applications
RBC PH&N Investment Counsel is a leading boutique investment counselling firm serving high-net-worth clients and small business owners across Canada

Job Summary

  • RBC PH&N Investment Counsel is a leading boutique investment counselling firm serving high-net-worth clients and small business owners across Canada.
  • The Wealth Concierge role involves supporting Investment Counsellors with client service, preparing wealth planning materials, and coordinating the wealth management process.
  • The company offers challenging work, a strong brand, management support for career progression, and a culture focused on client success and community impact.

Matching Summary

RBC PH&N Investment Counsel is a leading boutique investment counselling firm serving high-net-worth clients and small business owners across Canada.

Salary

Base: $50,000 - 80,000 CAD; Bonus/Equity: discretionary/variable incentive payment possible; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service excellence
  • Coordination with internal partners
  • Use of SalesForce and myGPS applications
  • Advanced MS Office skills
  • Attention to detail
  • Problem resolution focus

Nice-to-have

  • Strong working relationships with partners and COIs
  • Supportive team environment
  • Progressive thinking culture
  • Variety of assignments

Key Requirements

  • University Degree
  • Completion of Canadian Securities Course (CSC)
  • CFP, PFP designation or in progress
  • Minimum 2 years similar experience
  • CIM designation (nice-to-have)

Work Rights

Not specified

Tailored Resume

Cover Letter