Investment Funds Advisor at RBC

Elevate your career as an Investment Funds Advisor with RBC Global Asset Management in Vancouver. Utilize your investment expertise to provide tailored financial advice and solutions to clients.
Join PH&N Investment Services, where you will engage with clients to understand their financial goals. Your role will focus on recommending suitable funds and addressing various financial planning concepts, ensuring compliance with RBC regulations. With a collaborative culture, your skills in investment strategy will shine in this respected investment firm.
Key Responsibilities:
• Provide investment advice effectively over the phone
• Analyze data to align with client objectives
• Recommend appropriate fund mixes to clients
• Explain various financial planning concepts thoroughly
• Accept and action trade instructions in compliance
Requirements:
• Must hold IFIC or CIRE license for over 1 year
• 1-3 years of Mutual Funds sales experience
• Strong ability to hand...