Senior Investment Funds Advisor

Job Description

What is the opportunity?

As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our remarkable culture, focus on collaboration, teamwork, and excellence in money management make us one of the most respected firms in the investment industry. As a mutual fund dealer, PH&N Investment Services brings a unique offering to investors while providing access to the full suite of active and index investment solutions through the fund offerings of RBC GAM, PH&N and BlueBay.

As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base. Your expertise in client service, relationship management, and business development will be key to our team’s success.

Please visit: https://www.phn.com/ for more information.

What will you do?

• Develop and nurture long-term relationships with an assigned group of clients, providing tailored investment recommendations and exceptional client service to foster trust and retention.
• Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
• Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support to your clients.
• Expand your client base by fostering referrals from the Investment Funds Centre, our RBC partners, and other centers of influence.
• Identify and connect clients with additional RBC services or partners as appropriate.
• Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.
• Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.
• Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.

What do you need to succeed?

Must Have

• Completion of the Investment Funds in Canada, (IFIC) or Canadian Securities Course (CSC).
• Financial Planning Designation (PFP or CFP).
• 7-10 years of client-facing experience in the investment industry.
• Good working knowledge of retirement products (RSPs, LIFs, IPPs, RIFs), investment products (TFSAs), and RESPs.
• 5+ years as a dedicated advisor managing client investment needs and providing investment and general planning advice.
• Proven expertise in business development and relationship-building.
• Strong verbal and written communication skills

Nice to Have

• Bilingual proficiency in French, both written and spoken.
• Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.

What’s in it for you?

Join the leading asset management firm in Canada, immerse yourself in a money management firm and surround yourself with some of the brightest minds in the industry. Make connections that will help you learn about roles and potentially achieve career progression within the organization.

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 Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

The expected base salary range for the above position is $67,000 - $110,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position will 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.