Support Investment Advisors at Phillips Hager & North Investment Services in Vancouver through portfolio administration, client service, and operational coordination.
This full-time position supports advisors serving mass affluent and high net worth clients. You will research client issues, communicate by phone, email, and occasionally in person, and coordinate documentation with other departments. The work includes portfolio monitoring, compliance, client files, meetings, and account support.
Key Responsibilities:
- Prepare, send, and track investment policy statements
- Analyze asset mixes and rebalance portfolios with approval
- Ensure client portfolios and trades meet regulatory requirements
- Research client files and update contact management systems
- Support meetings, reports, estate packages, and client inquiries
Requirements:
- Complete IFIC or Canadian Securities Course
- Hold licensing for at least one year
- Bring two to three years in a similar investment role
- Demonstrate two to three years of customer service excellence
- Use Word, Excel, and PowerPoint at an advanced level
Apply investment administration, compliance, research, and client service expertise supporting advisors and wealth management clients in Vancouver.
Investment Advisor Assistant Vancouver employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
