16 Oct
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PH&N Investment Services
|
Winnipeg
16 Oct
PH&N Investment Services
Winnipeg
OverviewAs part of RBC Global Asset Management, PH&N; Investment Services extends the 60+ 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.What will you do?Providing investment advice to all existing and prospective clients over the phoneAnalyzing data to gain an understanding of the client’s goals and objectivesRecommend an appropriate mix of funds, and explain why they are the most appropriate funds for each particular clientProvide information pertinent to a wide range of financial planning concepts including tax, estates, retirement planning, etc.Accept trade instructions over the phone while adhering to all RBC compliance and regulatory requirements, action trades as requiredWhat do you need to succeed?Must HaveInvestment Funds in Canada (IFIC) or Canadian Investment Regulatory Exam (CIRE), licensed for at least 1 yearMinimum 1-3 years’ experience selling Mutual FundsAbility to handle large client volumes and clearly communicate complex investment strategiesAbility to work independently as well as within a teamNice to HaveBilingual French,
written and spoken is a robust preferenceFinancial Planning Designation (PFP or CFP)Chartered Investment Manager (CIM)What’s in it for you?Challenging workVariety of assignmentsFinancial strength and a strong brandPrestigeManagement that supports your work and progressionSalary & BenefitsThe expected salary range for the above position is $55,000 – $90,000 per year 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 play a critical role in attracting, engaging and retaining talent that:Drives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueKey SkillsClient CounselingCritical ThinkingDecision MakingInterpersonal Relationship ManagementInterpersonal RelationshipsInvestment BankingInvestment ConsultingInvestment ManagementPrivate BankingProduct ServicesJob DetailsLocation: WATERFRONT CENTRE, 200 BURRARD ST, VANCOUVER, CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-06-24Application Deadline: 2026-07-09 11:59 PM (local)#J-18808-Ljbffr
📌 Investment Funds Advisor - C$55,000 - C$90,000 A Year (Winnipeg)
🏢 PH&N Investment Services
📍 Winnipeg