Investment Funds Advisor Assistant
RBC — VANCOUVER, British Columbia, Canada
Posted 2026-10-28
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? Preparing, sending and tracking investment policy statements Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required Ensuring compliance and regulatory adherence of client portfolios and trades Researching and updating client files in the contact management system Your presence will also be required at meetings where you will be compiling notes, and following up on outstanding issues with the Investment Advisors Your organizational skills will come into play as you assist the Investment Advisors in preparation for Client