Investment Funds Advisor Assistant

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?

What will you do?

• Assist with administrative tasks such as running reports, checking trades, and assisting to decipher any discrepancies.

• Assist with client trades and reply to inquiries by email or over the telephone.

• Prepare and assist clients with forms or website access.

• Ensure compliance and regulatory requirements are followed when taking client trades or updating information.

• Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting.

• Research and update client files in the contact management system

• Prepare client asset mix analysis and trades for rebalancing the portfolio as requested by the advisor.

• Work with the advisor to prepare, send and track investment policy statements to prospective clients.

• Work with our Estate Department to mail estate packages, prepare forms, follow up on documents required to settle the estate, and answer queries from clients.

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 $45,000 - $56,000, 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

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above