Operations Analyst, PH&N Investment Services

Job Description

What Is The Opportunity?

As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice, and low fees. Our remarkable culture, focus on collaboration, teamwork, and excellence in money management make us one of the most respected firms in the investment industry. As a mutual fund dealer, PH&N Investment Services brings a unique offering to investors through the fund offerings of RBC GAM, PH&N, and BlueBay.

As the Operations Analyst, PH&N, you have demonstrated analytical abilities and are looking to increase your experience working in the asset management or mutual fund dealer channels. In this role, you will have the opportunity to learn about the business, including sales reporting and data analytics, with the primary focus of providing analytical and operational support to the PH&N Investment Services leadership team.

What Will You Do?

• Create, summarize, and distribute key business metric information to management.
• Use data analysis software, including SQL, to assist the leadership team in developing and implementing business initiatives.
• Design and create visually compelling reports and dashboards using Tableau.
• Co-ordinate specific tasks and responsibilities with the Finance, Technology, Client Services, and Compliance departments.
• Participate in operational and strategy discussions with the management team.
• Support the preparation of various documents pertaining to projects and meetings.
• Investigate reporting discrepancies to achieve more accurate reporting.
• Manage various tasks related to planning and organizing unit holder events.
• Assist with organizing, planning, and managing data for team sales initiatives; coordinate and manage timing of data production relevant to such projects.
• Assist with the analysis of data to formulate or modify strategies.
• Perform data cleanup and verification.

What Do You Need To Succeed?

Must Have

• Post-secondary diploma/degree, ideally in Commerce, Business Administration, or related experience is required.
• Technical proficiency, comfortable with learning new software and working with large amounts of data.
• Proficiency in SQL for database queries.
• Experience with data visualization tools such as Tableau.

Nice To Have

• At least 3 years of progressive experience in the investment industry with experience as an executive assistant
• Have an understanding of and interest in the Mutual Funds/advice business
• Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) is an asset

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 Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities          
• Access to a variety of job opportunities across business and geographies

Job Skills

Critical Thinking, Data Analysis, Data Visualization, Investment Planning, Mutual Fund Compliance, Mutual Fund Operations, Mutual Funds, Professional Writing, Salesforce (Software), SQL Database Queries, Structured Query Language (SQL), Tableau (Software)

Additional Job Details

Address:

WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVER

City:

Vancouver

Country:

Canada

Work Hours/Week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-09-08

Application Deadline:

2025-09-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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