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Added 8 mins ago
Retail Assistant Brand Manager, Sandro/Maje, (Holt Renfrew Ogilvy, Montreal)
SMCP NORTH AMERICA (US, CANADA)
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RBC

Senior Investment Funds Advisor

Vancouver, BC, Canada

The expected base salary range for the above position is $67,000 - $1100,000, 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 base salary range for the above position is $67,000 - $1100,000, 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 13, 2026
Experience: 7-10 years of client-facing experience in the investment industry.
Posting language: English
Posted: Oct 30, 2026

Original job description

Job Description

What is the opportunity?

As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ 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.

As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base. Your expertise in client service, relationship management, and business development will be key to our team’s success.

Please visit: https://www.phn.com/ for more information.

What will you do?

Develop and nurture long-term relationships with an assigned group of clients, providing tailored investment recommendations and exceptional client service to foster trust and retention.
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support to your clients.
Expand your client base by fostering referrals from the Investment Funds Centre, our RBC partners, and other centers of influence.
Identify and connect clients with additional RBC services or partners as appropriate.
Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.
Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.

What do you need to succeed?

Must Have

Completion of the Investment Funds in Canada, (IFIC) or Canadian Securities Course (CSC).
Financial Planning Designation (PFP or CFP).
7-10 years of client-facing experience in the investment industry.
Good working knowledge of retirement products (RSPs, LIFs, IPPs, RIFs), investment products (TFSAs), and RESPs.
5+ years as a dedicated advisor managing client investment needs and providing investment and general planning advice.
Proven expertise in business development and relationship-building.
Strong verbal and written communication skills

Nice to Have

Bilingual proficiency in French, both written and spoken.
Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.

What’s in it for you?

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.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies

This position will 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

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

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:

2026-10-30

Application Deadline:

2026-11-13

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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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.

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

The Senior Investment Funds Advisor will manage and expand an established client portfolio by providing tailored investment recommendations and proactive financial planning advice. They will also collaborate with leadership to mentor team members and drive business development through strategic partnerships.

Requirements

Candidates must hold a professional designation such as PFP or CFP and have completed the IFIC or CSC. A minimum of 7-10 years of client-facing experience in the investment industry is required, along with proven expertise in relationship management.

Skills

Client counseling
Critical thinking
Decision making
Investment banking
Investment consulting
Investment management
Private banking
Product services
Financial planning
Business development
Relationship building
Regulatory compliance
Mentorship
Portfolio management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Coaching and development
Flexible work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Investment Funds
RBC Global Asset Management
PH&N
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
IFIC
CSC
PFP
CFP
RSP
LIF
IPP
RIF
TFSA
RESP
Business Development
Relationship Management
Regulatory Compliance
Asset Management
Wealth Management
Client Service
Mentorship
Investment Solutions

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