Investment Funds Advisor Assistant

Job Description

What is the opportunity?

As part of a dynamic team at Phillips Hager & North Investment Services, you will be responsible for providing administrative and operational support to the Investment Advisors who deal with mass affluent and high net worth clients. You will deal with client related issues including research, liaising with clients over the phone, by email and occasionally in person, as well as dealing closely with other departments to follow up on transfers, application forms and other necessary documentation. For more information re: PH&N, please visit: https://www.phn.com.

What will you do?

• Preparing, sending and tracking investment policy statements
• Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
• Ensuring compliance and regulatory adherence of client portfolios and trades
• Researching and updating client files in the contact management system
• Your presence will also be required at meetings where you will be compiling notes, and following up on outstanding issues with the Investment Advisors
• Your organizational skills will come into play as you assist the Investment Advisors in preparation for Client Meetings
• You will be running reports and assisting to decipher any discrepancies that appear on Investor Statements
• In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
• You will also be talking to clients over the phone at times, to help them with their queries, to take/complete trades, to help them with their accounts or to follow-up on any issues.   

What do you need to succeed?

Must Have

• Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
• Have 2-3 years’ experience in a similar role in the Investment Industry
• Demonstrated Excellence with Customer Service – minimum 2-3 years’ experience
• Advanced proficiency with MS Office ( Word, Excel, Powerpoint)

Nice to Have

• Working towards PFP, CFP or CIM

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.

• A comprehensive Total Rewards package, including comprehensive salary, bonus, benefits
• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• A strong and diverse team
• Management that supports your work and progression

The expected salary range for the above position is $46,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.