As part of RBC Global Asset Management, PH&N; Investment Services extends the 50+ 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.

As a Senior Investment Funds Advisor, you'll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base. Develop and nurture long-term relationships with an assigned group of clients, providing tailored investment recommendations and exceptional client service to foster trust and retention. Provide client with general information on financial planning concepts, including tax, estate and retirement planning.

Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support to your clients. Expand your client base by fostering referrals from the Investment Funds Centre, our RBC partners, and other centers of influence. Identify and connect clients with additional RBC services or partners as appropriate.

Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.



Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors. Completion of the Investment Funds in Canada, (IFIC) or Canadian Securities Course (CSC). ~ Financial Planning Designation (PFP or CFP). ~7-10 years of client-facing experience in the investment industry. ~ Good working knowledge of retirement products (RSPs, LIFs, IPPs, RIFs), investment products (TFSAs), and RESPs. ~5+ years as a dedicated advisor managing client investment needs and providing investment and general planning advice. ~ Proven expertise in business development and relationship-building. ~ Bilingual proficiency in French, both written and spoken.

Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation. Join the leading asset management firm in Canada, immerse yourself in a money management firm and surround yourself with some of the brightest minds in the industry. Make connections that will help you learn about roles and potentially achieve career progression within the organization.

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 Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Versatile work/life balance options Investment Banking Investment Consulting Investment Management Private Banking Drives RBC's high-performance culture

📌 Senior Investment Funds Advisor (Vancouver)
🏢 Royal Bank of Canada
📍 Vancouver