# Senior Investment Funds Advisor

**Company**: PH&N Investment Services
**Location**: Vancouver, British Columbia
**Experience**: senior
**Job type**: full-time
**Salary**: $67,000 - $110,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Senior-Investment-Funds-Advisor_R-0000191458?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f053b2ab-69d

## Description

As a Senior Investment Funds Advisor, you'll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.

Your expertise in client service, relationship management, and business development will be key to our team's success.

Responsibilities:

- Develop and nurture long-term relationships with clients, providing tailored investment recommendations and exceptional client service.

- Provide clients with general information on financial planning concepts, including tax, estate, and retirement planning.

- Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support.

- Expand your client base by fostering referrals from the Investment Funds Centre, RBC partners, and other centres of influence.

- Identify and connect clients with additional RBC services or partners as appropriate.

- Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.

- Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.

- Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offer mentorship and support to the Investment Funds Centre Advisors.

Requirements:

- Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC).

- Financial Planning Designation (PFP or CFP).

- 7-10 years of client-facing experience in the investment industry.

- Good working knowledge of retirement products (RSPs, LIFs, IPPs, RIFs), investment products (TFSAs), and RESPs.

- 5+ years as a dedicated advisor managing client investment needs and providing investment and general planning advice.

- Proven expertise in business development and relationship-building.

- Strong verbal and written communication skills.

Nice to Have:

- Bilingual proficiency in French, both written and spoken.

- Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.

Benefits:

- Comprehensive Total Rewards Program including bonuses and flexible benefits.

- Competitive compensation, commissions, and stock where applicable.

- Leaders who support your development through coaching and managing opportunities.

- Ability to make a difference and lasting impact.

- Work in a dynamic, collaborative, progressive, and high-performing team.

- Flexible work/life balance options.

- Opportunities to do challenging work.

- Opportunities to take on progressively greater accountabilities.

- Access to a variety of job opportunities across business and geographies.

The expected base salary range for the above position is $67,000 - $110,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

For more fresh new jobs, check out [yubhub.co](https://yubhub.co/).

## Skills

### Required
- Client Counseling
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management
- Private Banking
- Product Services
- French

### Nice to have
- Conduct and Practices Handbook (CPH)
- Chartered Investment Manager (CIM) designation

---

Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Senior-Investment-Funds-Advisor_R-0000191458?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)