Bi-Lingual Investment Funds Advisor, PH&N Investment Services
Royal Bank of Canada – Vancouver, BC – Position Purpose: What is the opportunity? PH&N Investment Services (PH&N) is part of RBC Global Asset Management and currently manages over $5 Billion in assets. Providing the perfect blend of independence and advice to a variety of investors, PH&N places a high emphasis on exceptional client service while providing a wide range of mutual fund solutions at a low cost. 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. 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 … – Permanent – Full-timeApply for this job.