Posted 9 days ago
Investment Funds Advisor Assistant
@ Royal Bank of Canada
Vancouver, British Columbia
Overview
Royal Bank of Canada is hiring an Investment Funds Advisor Assistant in Vancouver to support Investment Advisors serving mass affluent and high net worth clients at Phillips Hager & North Investment Services. The role covers portfolio administration, client research and calls, compliance checks, reporting and meeting support. Full-time at 37.5 hours per week, salaried at $46,000 to $70,000 plus a possible discretionary incentive.
Responsibilities:
- Préparer et suivre les énoncés de politique de placement
- Analyser la répartition d'actifs et rééquilibrer les portefeuilles
- Assurer la conformité des portefeuilles et des opérations
- Gérer les dossiers clients et produire des rapports
- Soutenir les conseillers en placement et communiquer avec les clients
Requirements summary:
- Diplôme IFIC ou Canadian Securities Course, avec une licence d'au moins un an
- 2 à 3 ans d'expérience en placement
- 2 à 3 ans d'expérience en service à la clientèle
- Maîtrise avancée de la suite MS Office
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-10-31
- First seen by our source
- 2026-10-28
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | IFIC, Canadian Securities Course (CSC) |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
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. http://rbc.com/legalstuff. 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. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,044 |
| View page |
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 MeasurementAdditional Job Details
Address:
WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVERCity:
VancouverCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-28Application Deadline:
2026-11-10Note: 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.
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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.
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