Wealth Concierge

0000050383 RBC Phillips, Hager & North Investment Counsel Inc.; Vancouver; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading investment counselling firm is seeking a Wealth Concierge to offer high-level service to Investment Counsellors and their clients. Responsibilities include preparing presentation materials, managing client inquiries, and ensuring excellent client service. The ideal candidate will have strong communication skills, attention to detail, and a degree, along with relevant experience in wealth management. This position is full-time with a competitive salary range of $50,000 to $80,000 based on experience.

Benefits

Challenging work

Variety of assignments

Management support for progression

Qualifications

• Minimum of 2 years’ experience in a similar role.
• Strong attention to detail and ability to prioritize tasks efficiently.
• Excellent written and verbal communication skills.
• Advanced MS Office skills required.

Responsibilities

• Provide excellence in client service by responding to inquiries.
• Prepare client presentation materials for meetings.
• Support advisory team and client through the wealth management process.
• Establish relationships for daily operations support.

Skills

Client Management

Communication

Customer Service

High Net Worth Individuals

Investment Management

Microsoft Office

Onboarding

Wealth Management

Wealth Planning

Education

University Degree

CSC (Canadian Securities Course)

CFP or PFP

CIM Designation

Tools

SalesForce

MS Office

Job description

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 small 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 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.

What do you need to succeed? Must-have

• University Degree
• Successful completion of CSC (Canadian Securities Course)
• CFP, PFP, or working towards either designation.
• Minimum of 2 years’ experience in a similar role
• 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?

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: Client Management, Communication, Customer Service, High Net Worth Individuals, Investment Management, Microsoft Office, Onboarding, Wealth Management, Wealth Planning. 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: 2025-08-21

Application Deadline

2025-12-03 Note: Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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