The role of an Investment Fund Advisor is to provide comprehensive client support and service at PH&N Investment Services through daily operational and administration support functions.
The Client Service Advisor’s main objective is to facilitate the smooth operation of client accounts and investment transactions as well as provide accurate and compliant client records.
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Employer Details
Company Name : Royal Bank of Canada
Location : Vancouver, British Columbia, Canada
Salary : $41,000 – $65,000 per year
Job Type : Full-Time
Start Date : As soon as possible
Benefits : Professional development support, collaboration with an elite performing team, Compensation that is competitive, performance-based bonus systems, flexible and comprehensive benefits package, coaching, mentoring and developing talent with supportive leaders, strong, dynamic and high-performing collaborative team environment, flexible work/life balance options, an inclusive and diverse workplace culture.
Job Description
- The role of an Investment Fund Advisor is to provide comprehensive client support and service at PH&N Investment Services through daily operational and administration support functions.
- To provide superior client service to our clients and Investment Fund Advisors
Support daily operations and administrative functions. - Be responsible for establishing and maintaining an investment account for all clients.
- Process all investment trades and assist with regulatory compliance.
- Complete all report preparation and maintain all accurate records, spreadsheets, etc.
- Encourage and promote a cooperative and professional environment within the team.
Responsibilities
- Allocate the time and effort to ensure that all services provided to Investment. Fund Advisors and clients are at the highest level of quality.
- Provide support for the administrative and operational functions related to all activities performed as part of an investment fund.
- Open, maintain, and update investment accounts for clients.
- Complete the trades and ensure compliance with required regulatory obligations.
- Prepare various reports and create and maintain spreadsheets and documentation related to trade and client activities.
- Respond to questions and concerns by the client in a timely and professional manner
- Frequent communication between internal teams and other departments .
- participating in the investment fund.
- Demonstrate consistency and precision in the execution of all client and trade functions.
- Comply with all applicable industry policies and procedures and regulations.
- Use a cooperative effort to encourage a productive and positive working environment among the team.
Requirements
- A candidate must have at least a year of completed IFIC or CSC courses or be a mutual fund license holder.
- Experience working in the investment industry, specifically with mutual funds.
- Strong knowledge of compliance and regulation of investments.
- Ability to identify registered/non-registered accounts (RRSP, TFSA, RESP) and entities.
- Ability to communicate effectively in writing via email and letter.
- Experience in the Canadian Banking industry is an asset.
- Bilingual(English+French)
How to Apply ?
Those candidates who want to work with the company and make their career bright can apply for the post. They have to click the link which is given below and they will get an opportunity to apply for the company and work in it.