Royal Bank of Canada·13 days ago
13 days ago
Wealth Concierge
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What you'll do
- Assist clients in developing investment strategies and selecting suitable financial products
- Advise clients on banking services and financial matters
- Expand and nurture client relationships
What they're looking for
- Strong financial acumen
- Client advisory experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are currently hiring a Wealth Concierge to support our Investment Counsellors and clients with high-level service and coordination. You will coordinate client meetings, update client files, and assist with wealth planning materials. Ideal candidates have experience in client service and strong organizational skills.
Skills
- canadian securities course
- cfp
- pfp
- asset and liability management
- cash management
- client counseling
- investment management
- investment risk
- salesforce
- advanced ms office
- client management
- relationship management
- problem resolution
- written communication
- verbal communication
- cim designation
- mydiscovery
- mygps
Company
Royal Bank of Canada
Toronto, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.