Investment Funds Advisor Assistant

rbc; Toronto; On-site; CAD 46,000 - 70,000; Full time

Benefits offered by this job

Total Rewards package

Salary and bonus

Diverse team

Job summary

RBC is seeking an Administrative Assistant to support Investment Advisors serving mass affluent and high net worth clients. You will handle client inquiries, prepare forms, ensure regulatory compliance, and assist with trades and portfolio updates.

The role requires 2-3 years in the investment industry, IFIC or CSC certification, and strong MS Office skills. This is a full-time position based in Toronto with a comprehensive rewards package.

Qualifications

• IFIC or CSC certification completed or in progress.
• 2-3 years of experience in a similar role in the Investment Industry.
• Demonstrated excellence in customer service with 2-3 years of experience.
• Advanced proficiency with MS Office (Word, Excel, PowerPoint).

Responsibilities

• Provide administrative and operational support to Investment Advisors.
• Handle client inquiries via phone, email, and in person.
• Process forms and guide clients through website access.
• Ensure compliance with regulatory requirements for client trades and information updates.
• Schedule annual reviews and prepare portfolio information for meetings.
• Maintain and update client files in the CRM system.
• Prepare asset mix analyses and trades for rebalancing as directed.
• Coordinate with the Estate Department to mail and follow up on estate documents.

Skills

Customer service

MS Office

Education

IFIC or CSC certification

Tools

MS Office

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?

• 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
• A strong and diverse team
• Management that supports your work and progression

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: RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-14 Application Deadline: 2026-10-27 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Pay Range

The expected pay range for this position is: $46,000.00 - $70,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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