Investment Funds Advisor, Client Care

RBC; Vancouver; On-site; CAD 41,000 - 65,000; Full time

Job summary

A leading financial institution in Vancouver is seeking a dedicated professional for a role focused on providing exceptional client service and operational support within Wealth Management. The ideal candidate will possess relevant qualifications including CSC or IFIC, and have experience in the investment industry. This full-time position offers comprehensive rewards, career progression opportunities, and flexibility in work/life balance, with a competitive salary ranging from $41,000 to $65,000.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Career progression opportunities

Qualifications

• Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Mutual Fund Licensed for at least 1 year.
• Experience in a similar role in the Investment Industry with regulatory knowledge.
• Demonstrated Excellence with Customer Service.
• Bilingual - English/French would be an asset.

Responsibilities

• Provide high-level client service and administrative support.
• Manage client-related issues involving account opening and trade tasks.
• Liaise with clients and departments over the phone, email, or mail.

Skills

Customer Knowledge

Customer Service

Oral Communications

Teamwork

Education

Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)

Tools

MS Office (Outlook, Word, Excel)

Adobe Acrobat

Job description

Job Description

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: 2026-01-03

Note

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

Inclusion and Equal Opportunity Employment

At 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.