Investment Funds Advisor Assistant

Job summary

Provide administrative and operational support to investment advisors by managing client documentation, research, and portfolio rebalancing tasks. Facilitate client communication and ensure regulatory compliance for all investment portfolios and trades.

Job details

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, 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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.

What you’ll do

Provide administrative and operational support to investment advisors by managing client documentation, research, and portfolio rebalancing tasks. Facilitate client communication and ensure regulatory compliance for all investment portfolios and trades.

Requirements

Requires completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) and at least one year of licensing. Candidates must have 2-3 years of experience in the investment industry and advanced proficiency in MS Office.

Benefits

• Comprehensive salary
• Bonus
• Benefits package

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Administrative Support · Preferred
• MS-Office · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Investment Management
• Administrative Support
• Regulatory Compliance
• Portfolio Rebalancing
• Asset Mix Analysis
• Investment Policy Statements
• Client Relationship Management
• MS Office
• Research
• Data Reporting
• Documentation Management
• Investment Funds in Canada
• Canadian Securities Course
• Interpersonal Relationship Management
• Investment Performance Measurement
• Decision Making
• Innovation
• Investments
• Microsoft PowerPoint
• Microsoft Excel
• Team Management
• Organizational Skills
• Microsoft Office
• Wealth Management
• Relationship Management
• Workplace Inclusivity
• Setting Appointments
• Securities (Finance)
• Creating Shareholder Value
• Certified Financial Planner
• Shareholder Communications
• Customer Service Management
• Investment Performance
• Contact Management Systems

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership
• Investment Advisor Assistant
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts

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