Wealth Concierge

RBC•Toronto, ON

11d•CA$55,000 - CA$90,000•Onsite

About The Position

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.

Requirements

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 Haves

CIM Designation (Chartered Investment Management)

Responsibilities

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.