Investment Funds Advisor

RBC

Calgary, Canada
Mutual funds knowledge
Client communication over phone
Adhering to compliance requirements
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

Job Summary

  • 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.
  • Providing investment advice to all existing and prospective clients over the phone, analyzing data, recommending funds, and explaining their appropriateness.
  • Join the leading asset management firm in Canada, immerse yourself in a money management firm and surround yourself with some of the brightest minds in the industry.

Matching Summary

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.

Skills & Requirements

Must-have

  • Mutual Funds knowledge
  • Client communication over phone
  • Adhering to compliance requirements
  • Handling large client volumes

Nice-to-have

  • Bilingual French proficiency
  • Financial planning designation
  • Progressive thinking and collaboration

Key Requirements

  • IFIC or CIRE licensed for at least 1 year
  • 1-3 years' experience selling Mutual Funds

Work Rights

Not specified

Tailored Resume

Cover Letter