Investment Funds Advisor

Investment Funds Advisor Join to apply for the Investment Funds Advisor role at RBC. What is the opportunity? As part of RBC Global Asset Management, PH&N Investment Services extends the 60+ 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. Job Description As the Investment Funds Advisor, you are responsible for servicing and growing PH&N’s direct to investor distribution business by utilizing your superb Mutual Funds knowledge to provide advice to a variety of investors. Your primary communication tools will be over the phone, occasional email, and rare in-person meetings. Please visit https://www.phn.com/ for more information. What will you do? Providing investment advice to all existing and prospective clients over the phone. Analyzing data to gain an understanding of the client’s goals and objectives. Recommending an appropriate mix of funds, and explaining why they are the most appropriate for each particular client. Providing information on a wide range of financial planning concepts including tax, estates, retirement planning, etc. Accepting trade instructions over the phone while adhering to all RBC compliance and regulatory requirements, and acting trades as required. What do you need to succeed? Must Have Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC), licensed for at least 1 year. Minimum 1-3 years’ experience selling Mutual Funds. Ability to handle large client volumes and clearly communicate complex investment strategies. Ability to work independently as well as within a team. Nice to Have Bilingual French, written and spoken is a strong preference. Financial Planning Designation (PFP or CFP). Completion of Conduct and Practices Handbook (CPH), and Chartered Investment Manager (CIM). What’s in it for you? Challenging work. Variety of assignments. Financial strength and a strong brand. Prestige. Management that supports your work and progression. 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. Job Skills Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services. Additional Job Details Location: WATERFRONT CENTRE, 200 BURRARD ST, VANCOUVER, CANADA Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-07 Application Deadline: 2025-11-21 (Applications accepted until 11:59 PM on the day prior to the deadline). Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps 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. Join our Talent Community Stay 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. #J-18808-Ljbffr