Wealth Concierge

RBC; Vancouver; On-site; CAD 50,000 - 85,000; Full time

Job summary

RBC PH&N Investment Counsel in Vancouver seeks a Wealth Concierge to support a team of Investment Counsellors and their clients with concierge-level service and coordination. You will excel in problem resolution, attention to detail, and cross-department collaboration to streamline wealth planning processes.

You will use Salesforce for wealth planning updates, prepare materials for annual reviews, and help gather information and documents.

Qualifications

• University Degree required.
• Minimum of 2 years' experience in a similar role, preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, or Private Banking Associate.
• Strong attention to detail and ability to prioritize urgent tasks efficiently.
• Excellent written and verbal communication skills.
• Advanced MS Office skills (Word, Excel, Power Point).

Responsibilities

• Provide excellence in client service by responding to client inquiries, updating files, and preparing wealth planning presentation materials.
• Prepare all Annual Review Meeting material in advance.
• Review Financial Plan, Will and Estate Plan, and Insurance information prior to client presentation.
• Utilize Salesforce to update Wealth Planning items and Discovery preparation.
• Communicate with COIs/CPAs/Lawyers as needed.
• Support advisory team and clients through the wealth management process, gathering information and tracking progress.
• Establish strong working relationships with partners and resources to support daily operations.
• Proactively assist with client management of appointments and meetings/calls.
• Assist Investment Counsellors and team with additional support based on workload.

Skills

Asset and Liability Management (ALM)

Cash Management

Client Counseling

Competitive Markets

Financial Statement Analysis

Investment Management

Investment Risk

Market Risk

New Challenges

Results-Oriented

Education

University Degree

Tools

Salesforce

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 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. 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 - 85,000 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

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

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:

2026-09-29

Application Deadline:

2026-10-22

Note** :** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.