Wealth Planning Coordinator

RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas 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 Planning Coordinator, 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.
• Coordinate meetings with internal partners for FP/WEP, and Insurance.
• Utilize SalesForce when updating Wealth Planning items and my Discovery preparation.
• Communicate with COIs/CAs/LLBs 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.
• Referral Management closures and referrals.
• Assist the Investment Counsellors and the team with any additional ad hoc duties as needed.

What do you need to succeed?

Must-have

• University Degree
• Successful completion of CSC (Canadian Securities Course)
• CFP Designation (Canadian Financial Planner) or PFP (Personal Financial Planner) OR working towards the designation.
• Minimum of 2 years experience in a similar role
• Excellent written and verbal communication skills
• Advanced MS Office skills (Word, Excel, Power Point)

Nice-to-have

• CIM Designation (Chartered Investment Management)

Whats 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

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