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Trainee, Insurance Advisor
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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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