Investment Funds Advisor
Top Benefits
About the role
What is the opportunity?
As part of RBC Global Asset Management, PH&N Investment Services extends the 60+ 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 the Investment Funds Advisor, you are responsible for servicing and growing PH&N’s direct to investor distribution business by utilizing your superb Mutual Funds knowledge to provide advice to a variety of investors. Your primary tool of communication will be dealing with your client base over the phone, with occasional email correspondence and in rare situations in-person meetings. Please visit: https://www.phn.com/ for more information.
What will you do?
- Providing investment advice to all existing and prospective clients over the phone
- Analyzing data to gain an understanding of the client’s goals and objectives
- Recommend an appropriate mix of funds, and explain why they are the most appropriate funds for each particular client
- Provide information pertinent to a wide range of financial planning concepts including tax, estates, retirement planning, etc.
- Accept trade instructions over the phone while adhering to all RBC compliance and regulatory requirements, action trades as required.
What do you need to succeed?
Must Have
- Investment Funds in Canada, (IFIC) or Canadian Securities Course (CSC), licensed for at least 1 year
- Minimum 1-3 years’ experience selling Mutual Funds
- Ability to handle large client volumes and clearly communicate complex investment strategies
- Ability to work independently as well as within a team
Nice to Have
- Bilingual French, written and spoken is a strong preference
- Financial Planning Designation (PFP or CFP)
- Completion of Conduct and Practices Handbook (CPH), and Chartered Investment Manager (CIM)
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.
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
Job Skills
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
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:
2025-11-07
Application Deadline:
2025-11-21
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Investment Funds Advisor
Top Benefits
About the role
What is the opportunity?
As part of RBC Global Asset Management, PH&N Investment Services extends the 60+ 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 the Investment Funds Advisor, you are responsible for servicing and growing PH&N’s direct to investor distribution business by utilizing your superb Mutual Funds knowledge to provide advice to a variety of investors. Your primary tool of communication will be dealing with your client base over the phone, with occasional email correspondence and in rare situations in-person meetings. Please visit: https://www.phn.com/ for more information.
What will you do?
- Providing investment advice to all existing and prospective clients over the phone
- Analyzing data to gain an understanding of the client’s goals and objectives
- Recommend an appropriate mix of funds, and explain why they are the most appropriate funds for each particular client
- Provide information pertinent to a wide range of financial planning concepts including tax, estates, retirement planning, etc.
- Accept trade instructions over the phone while adhering to all RBC compliance and regulatory requirements, action trades as required.
What do you need to succeed?
Must Have
- Investment Funds in Canada, (IFIC) or Canadian Securities Course (CSC), licensed for at least 1 year
- Minimum 1-3 years’ experience selling Mutual Funds
- Ability to handle large client volumes and clearly communicate complex investment strategies
- Ability to work independently as well as within a team
Nice to Have
- Bilingual French, written and spoken is a strong preference
- Financial Planning Designation (PFP or CFP)
- Completion of Conduct and Practices Handbook (CPH), and Chartered Investment Manager (CIM)
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.
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
Job Skills
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
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:
2025-11-07
Application Deadline:
2025-11-21
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.