Job Description
What is the opportunity?
As part of a dynamic team at PH&N Investment Services (PH&N IS), you will be working in a group responsible for providing a high level of client service plus administrative and operational support to clients and Investment Funds Advisors in our business. You will deal with client-related issues involving account opening, trade and compliance-related tasks, spreadsheets and reporting, and liaising with clients and other departments over the phone, email or mail. For more information re: PH&N, please visit: https://www.phn.com.
What do you need to succeed?
Must Have
· Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Mutual Fund Licensed for at least 1 year
· Experience with mutual funds in a similar role in the Investment Industry with a strong knowledge of regulatory, compliance, investment rules and workings and rules around various account types (registered and non-registered investment accounts, RESP, TFSA, and entities).
· Demonstrated Excellence with Customer Service
· Proficiency with MS Office (Outlook, Word, Excel) and Adobe Acrobat.
· Business writing skills for letters and emails to clients.
Nice to Have
· Experience in the Canadian banking industry
· Ability to multi-task and keep organized as you work both independently and with a team.
· (Bilingual - English/French would be an asset)
What’s in it for you?
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.
The expected salary range for the above position is $41,000 - $65,000, 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 plays a critical role in attracting, engaging and retaining talent that:
Job Skills
Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, TeamworkAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, 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.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.