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Added 36 mins ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
Responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and emergency preparedness and business…
Added 2 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…Psychiatric Hospital and six regional clinics, the Red Fish Healing Centre for Mental Health & Addiction, and Heartwood Centre for Women. In addition to delivering these clinical services,…
Added 12 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Researching and updating client files in the contact management system
Added 15 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 16 hours ago
MK
MK Ottawa Centre - Seasonal Sales Assistant
Michael Kors
Ottawa, ON · Kanata
- Part-time
Act as a fashion advisor while demonstrating product knowledge
Added 18 hours ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
…of constituents across campus, including college and support centre staff, central office colleagues, and service centre partners to ensure success in meeting the college’s, unit’s, and…
Added 18 hours ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Researching and updating client files in the contact management system
Added 18 hours ago
C
Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 20 hours ago
UL
Canada Impact+ Emerging Leader Professor - Plant Biology
Université Laval
Quebec, QC
- Full-time
…stations in Nunavik and Nunavut under the stewardship of the Centre for Northern…
Added 20 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Multiple ways to bank - online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch - DUCA is accessible 24/7
Added 22 hours ago
O(
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Full-time
…that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits…
Added 22 hours ago
C
Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 23 hours ago
Curo - Bilingual Property & Casualty Claims Express Advisor
OTIP Group of Companies (OTIP, Orbit, Curo)
Edmonton, AB · Waterloo, ON
…that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits…
Added 23 hours ago
SN
193-26-3 Land Based Helper
Six Nations
Ohsweken, ON
- Full-time
…and supervision of the Egowadiyadagenha Land Based Healing Centre Team Manager which includes matters pertaining to the policies and procedures of Six Nations Elected…
Added 23 hours ago
C
Associate Financial Advisor
CIBC
Summerside, PE
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 23 hours ago
C
Investment Advisor
CIBC
Calgary, AB
- Full-time
…management, trusted investment advice and exceptional client service. As an Investment Advisor you will use the tools provided by CIBC Wood Gundy to research investment products, allowing…
Added 1 day ago
AW
Bilingual Call Centre Representative
Arrow Workforce Solutions
Brampton, ON
- Contract
Previous experience in a call centre, customer service, or contact centre environment.
Added 1 day ago
TH
Advisor -C CS&I Application
Trillium Health Partners
Mississauga, ON
- Full-time
Position: Epic Advisor - CSI Applications Hospital Billing
Added 1 day ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
Multiple ways to bank - online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch - DUCA is accessible 24/7
Added 1 day ago
OI
Career Services Advisor
Oxford International
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
- Temporary
Location: Oxford International Halifax Centre
Added 1 day ago
OI
Career Services Advisor
Oxford International Education Group
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
Location: Oxford International Halifax Centre
Added 1 day ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…Psychiatric Hospital and six regional clinics, the Red Fish Healing Centre for Mental Health & Addiction, and Heartwood Centre for Women. In addition to delivering these clinical services,…
Added 1 day ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Barrie, ON · Belleville, ON · Brampton, ON · Burlington, ON · Cornwall, ON · Hamilton, ON · Kingston, ON · London, ON · Milton, ON · Mississauga, ON · Niagara Falls, ON · Oakville, ON · Oshawa, ON · Ottawa, ON · Peterborough, ON · St. Catharines, ON · Toronto, ON · Vaughan, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 day ago
C
Financial Advisor- CIRO- ID or CIRO-MFDA/AMF
CIBC
Airdrie, AB · Calgary, AB · Cochrane, AB · High River, AB · Lethbridge, AB · Nanton, AB · Strathmore, AB
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 1 day ago
C
Sr.Financial Advisor - CIRO-MFD/AMF
CIBC
Penticton, BC
- Full-time
…comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service…

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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