Royal Bank of Canada
Job title:
Senior Investment Funds Advisor
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our remarkable culture, focus on collaboration, teamwork, and excellence in money management make us one of the most respected firms in the investment industry. As a mutual fund dealer, PH&N Investment Services brings a unique offering to investors while providing access to the full suite of active and index investment solutions through the fund offerings of RBC GAM, PH&N and BlueBay.As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base. Your expertise in client service, relationship management, and business development will be key to our team’s success.Please visit: for more information.What will you do?Develop and nurture long-term relationships with an assigned group of clients, providing tailored investment recommendations and exceptional client service to foster trust and retention.Provide client with general information on financial planning concepts, including tax, estate and retirement planning.Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support to your clients.Expand your client base by fostering referrals from the Investment Funds Centre, our RBC partners, and other centers of influence.Identify and connect clients with additional RBC services or partners as appropriate.Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.What do you need to succeed?Must HaveCompletion of the Investment Funds in Canada, (IFIC ) or Canadian Securities Course (CSC).7-10 years of client-facing experience in the investment industry.5+ years as a dedicated advisor managing client investment needs.Proven expertise in business development and relationship-building.Financial Planning Designation (PFP or CFP).Nice to HaveBilingual proficiency in French, both written and spoken.Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business and geographiesThe expected base salary range for the above position is $80,000 – $100,000, 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob Skills Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress: WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVERCity: VANCOUVERCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-11-05Application Deadline: 2024-11-20Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
Expected salary
$80000 – 100000 per year
Location
Vancouver, BC
Job date
Thu, 07 Nov 2024 08:12:42 GMT
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