# Investment Funds Advisor Assistant at RBC

RBC is hiring an Investment Funds Advisor Assistant in Vancouver, Canada. It pays $46k-$70k a year and Level rates it Little AI ●○○○; you can [apply on RBC](https://jobsbylevel.com/go/29442b6d-e40e-40f5-aca9-82dc625e7ea4?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. VANCOUVER, British Columbia, Canada.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 38 out of 100)
- Location: VANCOUVER, British Columbia, Canada
- Salary: $46k-$70k
- Posted: October 28, 2026
- Apply: https://jobsbylevel.com/go/29442b6d-e40e-40f5-aca9-82dc625e7ea4?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=investment-funds-advisor-assistant-at-rbc-889e8c

## Description

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 Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details Address: WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-28 Application Deadline: 2026-11-10 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,

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/investment-funds-advisor-assistant-at-rbc-889e8c

Source: https://jobsbylevel.com/jobs/investment-funds-advisor-assistant-at-rbc-889e8c

## Cite this page

Level. https://jobsbylevel.com/jobs/investment-funds-advisor-assistant-at-rbc-889e8c.

Get job alerts: https://jobsbylevel.com/newsletter