Wealth Concierge: Elite Client Service & Wealth Planning

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

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.