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?

What will you do?

Assist with administrative tasks such as running reports, checking trades, and assisting to decipher any discrepancies.

Assist with client trades and reply to inquiries by email or over the telephone.

Prepare and assist clients with forms or website access.

Ensure compliance and regulatory requirements are followed when taking client trades or updating information.

Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting.

Research and update client files in the contact management system

Prepare client asset mix analysis and trades for rebalancing the portfolio as requested by the advisor.

Work with the advisor to prepare, send and track investment policy statements to prospective clients.

Work with our Estate Department to mail estate packages, prepare forms, follow up on documents required to settle the estate, and answer queries from clients.

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

A strong and diverse team

Management that supports your work and progression

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:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-08-07

Application Deadline:

2025-08-21

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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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