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.

Job Description

As the Wealth Concierge, you will support 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 departments and internal partners.

What will you do?

• Provide excellence in client service, by responding to all client inquiries...