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Added 8 mins ago
Temporary HR Generalist (14 Months)
The Corporation of the Town of Ajax
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Full-time
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Added 38 mins ago
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Added 52 mins ago
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Enrolment Services Advisor
The University of British Columbia
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RBC

Wealth Concierge

Vancouver, BC, Canada

Pay: 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.
Job type: Full-time
Apply by: Oct 22, 2026
Experience: Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Posting language: English
Posted: Sep 29, 2026

Apply About employer

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Original 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

The Wealth Concierge supports Investment Counsellors by managing client inquiries, preparing presentation materials, and coordinating wealth planning meetings. They also assist with administrative workflows, maintain client files, and facilitate communication with internal and external partners.

Requirements

Candidates must hold a university degree and have at least two years of experience in a financial advisory or banking role. Proficiency in MS Office and strong communication skills are required, while professional designations like CFP or PFP are considered an asset.

Skills

Client service
Financial planning
Investment management
Salesforce
Communication
Attention to detail
Problem resolution
Administrative support
Wealth management
Presentation preparation
Relationship management
MS Office
Financial statement analysis
Asset and liability management
Cash management
Investment risk

Benefits

Financial strength
Professional progression
Management support

Visa sponsorship

Not detected in the job text

Keywords

Wealth Concierge
Investment Counsel
High-net-worth clients
Discretionary investment management
Wealth management services
Financial planning
Salesforce
Annual review meeting
Estate plan
Insurance
Client management
Administrative workflow
CFP
PFP
Asset and liability management
Cash management
Client counseling
Financial statement analysis
Investment management
Investment risk
Market risk
MS Office
Word
Excel
Power Point
Banking
Private banking
Financial advisor
Client service
Relationship management

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