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Added 9 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Full-time
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 9 mins ago
SH
Dietary Aide
Shared Health-Soins Communs
Hamiota, MB
- Full-time
Site: Prairie Mountain Health - Hamiota Health Centre (includes Birch Lodge Personal Care Home)
Added 9 mins ago
UO
Physician Support Coord IV
University of Rochester Medicine
SK
- Full-time
…increase utilization and/or ease of scheduling to access center manager and practice manager. Acts as subject matter expert and information resource. Attends educational programs for…
Added 9 mins ago
SH
Administrative Secretary 2
Shared Health-Soins Communs
Brandon, MB
- Internship
…Administrative Secretary 2 functions as an integral part of the Health Care Team and performs all duties in accordance with the Mission, Vision, Values, Policies and Procedures of Prairie…
Added 9 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Full-time
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 9 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Swan River, MB
- Full-time
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 9 mins ago
SH
Clerk III - Health Information
Shared Health-Soins Communs
Brandon, MB
- Full-time
Reporting to the Manager, Health Information Services, the Clerk III Health Information is responsible for the accurate and timely registration and associated processing on the admission/…
Added 9 mins ago
SH
Administrative Secretary 2
Shared Health-Soins Communs
Brandon, MB
- Full-time
…Administrative Secretary 2 functions as an integral part of the Health Care Team and performs all duties in accordance with the Mission, Vision, Values, Policies and Procedures of Prairie…
Added 23 mins ago
GO
Security Officer
Government of Yukon
Whitehorse, YT
- Full-time
Reporting to Manager, Safety & Security, this position is responsible for maintaining the security of the long-term care home and its residents, staff and visitors as well as the facility…
Added 1 hour ago
SD
Technicien(ne) de laboratoire / Laboratory Technician
Sygnature Discovery
Levis, QC
- Full-time
Added 1 hour ago
AH
Administrative Support IV
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…reception, and secretarial support to the CTU Medical Director, CTU Manager, and CTU Associate Manager. As a key point of contact for the unit, you will facilitate effective communication…
Added 1 hour ago
AH
Administrative Support V
Alberta Health Services
Red Deer, AB
- Part-time
Reporting to the Women’s Health Patient Care Manager, the Administrative Support V provides comprehensive scheduling and administrative support to the Women’s, Children’s, and Respiratory…
Added 1 hour ago
AH
Administrative Support V
Alberta Health Services
Red Deer, AB
- Temporary
…workflows in collaboration with the Scheduling Service Centre (SSC) Manager. You will provide scheduling support for Unit Managers, Charge Nurses and Relief Team Managers to ensure unit…
Added 1 hour ago
AH
Administrative Support V
Alberta Health Services
Red Deer, AB
- Temporary
…workflows in collaboration with the Scheduling Service Centre (SSC) Manager. You will provide scheduling support for Unit Managers, Charge Nurses and Relief Team Managers to ensure unit…
Added 1 hour ago
AH
Service Worker I
Alberta Health Services
Rocky Mountain House, AB
- Temporary
The Service Worker I is an exciting role within the multidisciplinary team for the Alberta Kidney Care - North (AKC-N). Under the direction of the nursing staff, the Service Worker…
Added 4 hours ago
NS
Manager, Financial Reporting
Nova Scotia Power
Halifax, NS
- Full-time
Are you a financial reporting leader who thrives in a fast-paced, highly regulated environment? As Manager, Financial Reporting, you will play a critical role in ensuring the integrity,…
Added 4 hours ago
NS
Distribution Asset Strategy Engineer
Nova Scotia Power
Halifax, NS
- Full-time
Reporting to the Manager, Asset Performance, the Distribution Asset Strategy Engineer is responsible for the development, implementation, and continuous improvement of distribution asset…
Added 5 hours ago
IH
Medical Office Manager
Infini Health
Calgary, AB
- Full-time
Oversee appointment coordination, patient inquiries, and issue resolution while maintaining high standards of patient care, safety, and customer service.
Added 5 hours ago
PV
Practice Manager
P3 Veterinary Partners
Kamloops, BC
- Full-time
P3 Veterinary Partners in Kamloops is seeking an enthusiastic full-time Practice Manager to join our amazing team. The Practice Manager will provide onsite leadership and oversight of the…
Added 5 hours ago
RC
Server
Retirement Concepts
Courtenay, BC
- $25.82 CAD / hour
- Full-time
The Server reports to the Support Services Manager and/or designate and performs all aspects of service in the dining room, resident lounges and room service for residents, guests, and the…
Added 5 hours ago
NS
Distribution Asset Strategy Engineer
Nova Scotia Power
Halifax, NS
- Full-time
Reporting to the Manager, Asset Performance, the Distribution Asset Strategy Engineer is responsible for the development, implementation, and continuous improvement of distribution asset…
Added 5 hours ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 5 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 5 hours ago
NS
Manager, Financial Reporting
Nova Scotia Power
Halifax, NS
- Full-time
Are you a financial reporting leader who thrives in a fast-paced, highly regulated environment? As Manager, Financial Reporting, you will play a critical role in ensuring the integrity,…
Added 5 hours ago
Ward Clerk
Winnipeg Regional Health Authority
Virden, MB
The Ward Clerk is directly responsible to the manager for provision of effective clerical functions of a unit.

RBC

Investment Funds Advisor Assistant

Vancouver, BC, Canada

The expected salary range for the above position is $46,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. · Full-time

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Job details

Pay: The expected salary range for the above position is $46,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

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?

Preparing, sending and tracking investment policy statements
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Ensuring compliance and regulatory adherence of client portfolios and trades
Researching and updating client files in the contact management system
Your presence will also be required at meetings where you will be compiling notes, and following up on outstanding issues with the Investment Advisors
Your organizational skills will come into play as you assist the Investment Advisors in preparation for Client Meetings
You will be running reports and assisting to decipher any discrepancies that appear on Investor Statements
In 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 required
You will also be talking to clients over the phone at times, to help them with their queries, to take/complete trades, to help them with their accounts or to follow-up on any issues.

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
Challenging work
Variety of assignments
Financial strength and a strong brand
A strong and diverse team
Management that supports your work and progression

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
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

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:

2026-10-28

Application Deadline:

2026-11-10

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

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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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 jobs.rbc.com.

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.

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More about this job

Responsibilities

Provide administrative and operational support to investment advisors by managing client documentation, research, and portfolio rebalancing tasks. Facilitate client communication and ensure regulatory compliance for all investment portfolios and trades.

Requirements

Requires completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) and at least one year of licensing. Candidates must have 2-3 years of experience in the investment industry and advanced proficiency in MS Office.

Skills

Customer Service
Investment Management
Administrative Support
Regulatory Compliance
Portfolio Rebalancing
Asset Mix Analysis
Investment Policy Statements
MS Office
Research
Data Reporting
Documentation Management
Investment Funds in Canada
Canadian Securities Course

Benefits

Comprehensive salary
Bonus
Benefits package

Visa sponsorship

Not detected in the job text

Keywords

Investment Funds
Administrative Support
Operational Support
Investment Advisors
Client Services
Portfolio Rebalancing
Asset Mix Analysis
Regulatory Compliance
Investment Policy Statements
Contact Management System
Estate Packages
Investor Statements
IFIC
CSC
MS Office
Word
Excel
Powerpoint
PFP
CFP
CIM
Wealth Management
Financial Services
Client Meetings
Reporting

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