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. 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. 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. 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) 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, advantages Customer Knowledge Customer Service Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT

Job Type
Regular Pay Type: Salaried Posted Date: 2026-08-14 Application Deadline: 2026-10-27 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. 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. Join our Talent Community

📌 Investment Funds Advisor Assistant (Toronto)
🏢 RBC
📍 Toronto