[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Royal Bank of Canada jobs](https://jobs.opennash.com/companies/royal-bank-of-canada/) · [Search jobs](/search/) Royal Bank of Canada · TORONTO, Ontario, Canada # Investment Funds Advisor Assistant TORONTO, Ontario, Canada Full-time $46,000.00 - $70,000.00 Finance & Accounting Listed on Royal Bank of Canada’s official careers site. Posted October 13, 2026. Check that it is still open and apply there. [Apply on Royal Bank of Canada’s careers site →](https://rbc.wd3.myworkdayjobs.com/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Investment-Funds-Advisor-Assistant_R-0000184352) [OpenNash Jobs](https://jobs.opennash.com/) / [Royal Bank of Canada](https://jobs.opennash.com/companies/royal-bank-of-canada/) / Investment Funds Advisor Assistant ## Job description ### 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](https://www.phn.com). What will you do? What will you do? Assist with administrative tasks such as running reports, checking trades, and assisting to decipher any discrepancies. Assist with client trades and reply to inquiries by email or over the telephone. Prepare and assist clients with forms or website access. Ensure compliance and regulatory requirements are followed when taking client trades or updating information. Contact clients to book annual reviews on behalf of the advisor and prepare portfolio information for the meeting. Research and update client files in the contact management system Prepare client asset mix analysis and trades for rebalancing the portfolio as requested by the advisor. Work with the advisor to prepare, send and track investment policy statements to prospective clients. Work with our Estate Department to mail estate packages, prepare forms, follow up on documents required to settle the estate, and answer queries from clients. What do you need to succeed? Must Have Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year. Have 2-3 years’ experience in a similar role in the Investment Industry Demonstrated Excellence with Customer Service – minimum 2-3 years’ experience Advanced proficiency with MS Office ( Word, Excel, Powerpoint) ### Nice to Have Working towards PFP, CFP or CIM What’s in it for you? 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. A comprehensive Total Rewards package, including comprehensive salary, bonus, benefits A strong and diverse team Management that supports your work and progression ### Job Skills Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, Teamwork Additional Job Details Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-14 Application Deadline: 2026-10-27 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. Pay Range The expected pay range for this position is: $46,000.00 - $70,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. ## At a glance - Posted by the employer: Oct 13, 2026 - First seen by OpenNash: Oct 19, 2026 - Last checked: Oct 19, 2026 - Listed for: 6 days - Location: TORONTO, Ontario, Canada - Employment type: Full-time - Pay: $46,000.00 - $70,000.00[Apply on Royal Bank of Canada’s careers site →](https://rbc.wd3.myworkdayjobs.com/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Investment-Funds-Advisor-Assistant_R-0000184352) ## More jobs at Royal Bank of Canada ### [Analyst / Associate - Credit Transaction Management (CTM), Global Credit, Global Corporate Banking](https://jobs.opennash.com/companies/royal-bank-of-canada/jobs/d339c2ed7094af9cd37f/) TORONTO, Ontario, Canada ### [Analyst, Global Investment Banking (Diversified - Consumer & Industrial Products)](https://jobs.opennash.com/companies/royal-bank-of-canada/jobs/4bea98cbd210d9206ca1/) TORONTO, Ontario, Canada ### [Analyst, Global Investment Banking - Mining & Metals](https://jobs.opennash.com/companies/royal-bank-of-canada/jobs/764b68333c02e72dea63/) TORONTO, Ontario, Canada ### [Analyst, Global Investment Banking - Real Estate](https://jobs.opennash.com/companies/royal-bank-of-canada/jobs/3e274d74b792ad23f919/) TORONTO, Ontario, Canada ### [Analyst, Institutional Client Credit Management; DVP, Corporates & NBFI](https://jobs.opennash.com/companies/royal-bank-of-canada/jobs/0fab9a3af9d4674829de/) TORONTO, Ontario, Canada ## Similar jobs at other companies ### [Senior Investment Funds Commercialization Manager - Hang Seng Bank (HK)](https://jobs.opennash.com/companies/hsbc-holdings/jobs/fc51b64ce64ce9251616/) HSBC Holdings · Central, Hong Kong Island, Hong Kong ### [Investment Advisor - Marché Amérique Latine H/F](https://jobs.opennash.com/companies/credit-agricole/jobs/fdfd717314b6672ab215/) Credit Agricole ### [Investment Advisor - Marché Middle East H/F](https://jobs.opennash.com/companies/credit-agricole/jobs/c28b4ae370b8e1a3d2e1/) Credit Agricole ### [Senior Executive Assistant (Investment Bank)](https://jobs.opennash.com/companies/citigroup/jobs/3ede6488b93d16acc31c/) Citigroup · Singapore Singapore ### [Administrative Assistant, Commercial & Investment Bank](https://jobs.opennash.com/companies/jpmorganchase/jobs/6efcd4c34e5df1af2645/) JPMorganChase · Tokyo-To, Japan OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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