Wealth Concierge
RBC — VANCOUVER, British Columbia, Canada
Posted 2026-09-29
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.