Investment Funds Advisor

Job Description

Job Description Job Description What is the opportunity? As part of RBC Global Asset Management, PH&N Investment Services extends the 60 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 the Investment Funds Advisor, you are responsible for servicing and growing PH&N’s direct to investor distribution business by utilizing your superb Mutual Funds knowledge to provide advice to a variety of investors. Your primary tool of communication will be dealing with your client base over the phone, with occasional email correspondence and in rare situations in-person meetings. Please visit: https://www.phn.com/ for more information. What will you do? Providing investment advice to all existing and prospective clients over the phone Analyzing data to gain an understanding of the client’s goals and objectives Recommend an appropriate mix of funds, and explain why they are the most appropriate funds for each particular client Provide information pertinent to a wide range of financial planning concepts including tax, estates, retirement planning, etc. Accept trade instructions over the phone while adhering to all RBC compliance and regulatory requirements, action trades as required. What do you need to succeed? Must Have Investment Funds in Canada, (IFIC) or Canadian Investment Regulatory Exam (CIRE), licensed for at least 1 year Minimum 1-3 years’ experience selling Mutual Funds Ability to handle large client volumes and clearly communicate complex investment strategies Ability to work independently as well as within a team Nice to Have Bilingual French, written and spoken is a strong preference Financial Planning Designation (PFP or CFP) Chartered Investment Manager (CIM) 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. Challenging work Variety of assignments Financial strength and a strong brand Prestige Management that supports your work and progression Job Skills Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interp

Required Skills