Investment Funds Advisor Assistant, PH&N Investment Services
Royal Bank of Canada
Vancouver, British Columbia, Canada
23d ago

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.

For more information re : PH&N, please visit : .

What will you do?

  • You will be responsible for preparing, sending and tracking investment policy statements
  • You will also be involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
  • 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
  • Must-have

  • Be Mutual Fund Licensed for a minimum of one year (IFIC, CSC)
  • 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 or CFP
  • 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.

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • A strong and diverse team
  • Management that supports your work and progression
  • About RBC

    Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

    We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

    We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.

    S. and 37 other countries. For more information, please visit .

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    Inclusion and Equal Opportunity Employment

    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-

    protected factors. Disability-related accommodations during the application process are available upon request.

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