Investment Funds Advisor

RBC•Calgary, AB

1d•Onsite

About The Position

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.

Requirements

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 Haves

Bilingual French, written and spoken is a strong preference
Financial Planning Designation (PFP or CFP)
Chartered Investment Manager (CIM)

Responsibilities

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.