Royal Bank of Canada
Job title:
Investment Funds Advisor Assistant
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat 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: .What will you do?Preparing, sending and tracking investment policy statementsInvolved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where requiredEnsuring compliance and regulatory adherence of client portfolios and tradesResearching and updating client files in the contact management systemYour presence will also be required at meetings where you will be compiling notes, and following up on outstanding issues with the Investment AdvisorsYour organizational skills will come into play as you assist the Investment Advisors in preparation for Client MeetingsYou will be running reports and assisting to decipher any discrepancies that appear on Investor StatementsIn 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 requiredWhat do you need to succeed?Must HaveCompletion 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 IndustryDemonstrated Excellence with Customer Service – minimum 2-3 years’ experienceAdvanced proficiency with MS Office ( Word, Excel, Powerpoint)Nice to HaveWorking towards PFP, CFP or CIMWhat’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, benefitsChallenging workVariety of assignmentsFinancial strength and a strong brandA strong and diverse teamManagement that supports your work and progressionThe 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob Skills Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, TeamworkAdditional Job DetailsAddress: WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVERCity: VANCOUVERCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-08-22Application Deadline: 2024-09-05Inclusion 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
$45000 – 56000 per year
Location
Vancouver, BC
Job date
Fri, 23 Aug 2024 23:29:40 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.