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Royal Bank of Canada

Wealth Concierge

Toronto, ON, M9W 0A4, Canada

$55,000.00 - $90,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $55,000.00 - $90,000.00
Job type: Full-time
Apply by: Nov 18, 2026
Experience: Minimum of 2 years’ experience in a in a similar role in the Investment/ Wealth Industry
Posting language: English
Posted: Nov 4, 2026

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 small 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. 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.

What do you need to succeed?
Must-have

Minimum of 2 years’ experience in a in a similar role in the Investment/ Wealth Industry
Demonstrated experience providing service and coordination to advisory teams and their clients within a wealth management setting, supporting the day-to-day needs of established investment professionals and high-value relationships.
University Degree
Successful completion of CSC (Canadian Securities Course)
CFP, PFP, or working towards either designation.
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
• CIM Designation (Chartered Investment Management)

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

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:

BAY WELLINGTON TOWER, 181 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-03

Application Deadline:

2026-11-18

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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 are responsible for maintaining client files, tracking progress in internal applications, and ensuring efficient administrative workflow.

Requirements

Candidates must have at least 2 years of experience in the investment or wealth management industry and hold a university degree. Completion of the Canadian Securities Course (CSC) and progress toward a CFP or PFP designation are required.

Skills

Client service
Investment management
Wealth planning
Administrative support
Salesforce
Data entry
Communication
Attention to detail
Prioritization
MS Office
Financial planning
Relationship management

Benefits

Discretionary variable compensation program
Professional development support
Career progression opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Counsel
Salesforce
myGPS
CSC
CFP
PFP
CIM
Financial Planning
Estate Planning
Client Service
Administrative Workflow
Investment Management
Asset and Liability Management
Cash Management
Financial Statement Analysis
Investment Risk
Market Risk

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