Wealth Planning Coordinator

What is the opportunity?

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?

• Serve as the main point of contact for Wealth Planning questions and opportunities with clients
• 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.
• Support the teams growth strategy by proactively looking for wealth opportunities
• Prepare all Annual review meeting material in advance.
• Review Financial Plan, Will and Estate Plan and Insurance information prior to client presentation.
• Communicate effectively regarding retirement planning, rollovers, RESPs, FHSAs, TFSAs and Trusts
• Support the team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., Salesforce/myGPS). Track progress and follow-up.
• Establish and maintain strong working relationships with internal and external partners, COIs, lawyers and accountants 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 with any additional ad hoc duties as needed.

What do you need to succeed?

Must-have

• University Degree
• CFP, PFP, or working towards either designation.
• Minimum of 2 years experience in a similar role
• 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)
• A good understanding of basic tax, insurance and estate planning strategies

Nice-to-have

• Successful completion of CSC (Canadian Securities Course)

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

Additional Job Details

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