Investment Funds Advisor Assistant
RBC — TORONTO, Ontario, Canada
Posted 2026-10-13
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