Support Investment Advisors at Phillips Hager & North Investment Services in Vancouver through client service, portfolio administration, and operational coordination.
This full-time Investment Funds Advisor Assistant supports advisors serving mass affluent and high net worth clients. The work combines client communication, investment research, documentation, and coordination with other departments. You will help maintain accurate client portfolios, prepare meetings, and follow up on account-related issues.
Key Responsibilities:
- Prepare, send, and track investment policy statements
- Research and update client files in contact management systems
- Coordinate transfers, application forms, and required documentation
- Prepare client meetings, notes, schedules, and follow-ups
- Respond to client queries and assist with account-related trades
Requirements:
- Completion of Investment Funds in Canada or Canadian Securities Course
- At least one year of licensing
- Two to three years in a similar investment industry role
- Two to three years of customer service experience
- Advanced Microsoft Office proficiency, including Word, Excel, and PowerPoint
Use your client service, investment administration, and organizational skills to support advisors and wealth management clients in Vancouver.
Investment Advisor Assistant Vancouver employer: Royal Bank of Canada
Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.
