Investment Funds Advisor, Client Care

Job Description

As part of a dynamic team at PH&N Investment Services (PH&N IS), you will be working in a group responsible for providing a high level of client service plus administrative and operational support to clients and Investment Funds Advisors in our business.

You will deal with client-related issues involving account opening, trade and compliance-related tasks, spreadsheets and reporting, and liaising with clients and other departments over the phone, email or mail.

For more information re : PH&N, please visit : . What will you do?

• Multi-task on duties shared within the team involving client contact to resolve their account opening or transactional requests;
• suitability discussions; unclaimed property and returned mail; tracking and redirecting inbound client mailings as appropriate;

outbound client mailings / audit generated through an internal process, and others.

Properly assess and discuss fund suitability based on the client’s investor profile and within the regulatory guidelines, ensuring accurate and timely updates.

Assist the Investment Funds Advisors with client onboarding questions or situations.

Liaise with various internal departments for execution or clarification on client requests.

Ensure adherence to compliance and other regulatory requirements on client trades, applications, mailings and business practices.

What do you need to succeed? Must Have

Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Mutual Fund Licensed for at least 1 year

Experience with mutual funds in a similar role in the Investment Industry with a strong knowledge of regulatory, compliance, investment rules and workings and rules around various account types (registered and non-registered investment accounts, RESP, TFSA, and entities).

Demonstrated Excellence with Customer Service

Proficiency with MS Office (Outlook, Word, Excel) and Adobe Acrobat.

Business writing skills for letters and emails to clients.

Nice to Have

Experience in the Canadian banking industry

Ability to multi-task and keep organized as you work both independently and with a team.

Bilingual - English / French would be an asset

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

The expected salary range for the above position is $45,000 - $60,000, depending on factors including but not limited to the candidate’s experience, skills, registration status;

market conditions; and business needs.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 Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, Teamwork Additional Job Details

Address :

WATERFRONT CENTRE, 200 BURRARD ST : VANCOUVER

City : VANCOUVER

VANCOUVER

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : Wealth Management

Wealth Management

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-04-19

2024-04-19

Application Deadline :

2024-05-04

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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.

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.