Wealth Concierge

​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

Job Skills

Client Counseling, Client Management, Communication, Competitive Markets, Data Entry, Financial Planning, Financial Statement Analysis, High Net Worth Individuals, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented, Verbal Communications, Wealth Management

Additional Job Details

333 7 AVE SW:CALGARYCalgaryCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-02-272026-03-16

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

Inclusion and Equal Opportunity Employment

At 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.

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.