Investment Funds Advisor, Client Care
Top Benefits
About the role
What is the opportunity?
As part of a dynamic team at PH&N Investment Services (PH&N IS), you will be working in a group responsible for providing a high level of client service plus administrative and operational support to clients and Investment Funds Advisors in our business. You will deal with client-related issues involving account opening, trade and compliance-related tasks, spreadsheets and reporting, and liaising with clients and other departments over the phone, email or mail. For more information re: PH&N, please visit: https://www.phn.com.
What do you need to succeed?
Must Have
· Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Mutual Fund Licensed for at least 1 year
· Experience with mutual funds in a similar role in the Investment Industry with a strong knowledge of regulatory, compliance, investment rules and workings and rules around various account types (registered and non-registered investment accounts, RESP, TFSA, and entities).
· Demonstrated Excellence with Customer Service
· Proficiency with MS Office (Outlook, Word, Excel) and Adobe Acrobat.
· Business writing skills for letters and emails to clients.
Nice to Have
· Experience in the Canadian banking industry
· Ability to multi-task and keep organized as you work both independently and with a team.
· (Bilingual - English/French would be an asset)
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 salary range for the above position is $41,000 - $65,000, 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
Job Skills
Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, Teamwork
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:
2025-11-21
Application Deadline:
2025-12-05
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, Client Care
Top Benefits
About the role
What is the opportunity?
As part of a dynamic team at PH&N Investment Services (PH&N IS), you will be working in a group responsible for providing a high level of client service plus administrative and operational support to clients and Investment Funds Advisors in our business. You will deal with client-related issues involving account opening, trade and compliance-related tasks, spreadsheets and reporting, and liaising with clients and other departments over the phone, email or mail. For more information re: PH&N, please visit: https://www.phn.com.
What do you need to succeed?
Must Have
· Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Mutual Fund Licensed for at least 1 year
· Experience with mutual funds in a similar role in the Investment Industry with a strong knowledge of regulatory, compliance, investment rules and workings and rules around various account types (registered and non-registered investment accounts, RESP, TFSA, and entities).
· Demonstrated Excellence with Customer Service
· Proficiency with MS Office (Outlook, Word, Excel) and Adobe Acrobat.
· Business writing skills for letters and emails to clients.
Nice to Have
· Experience in the Canadian banking industry
· Ability to multi-task and keep organized as you work both independently and with a team.
· (Bilingual - English/French would be an asset)
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 salary range for the above position is $41,000 - $65,000, 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
Job Skills
Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, Teamwork
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:
2025-11-21
Application Deadline:
2025-12-05
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.