Royal Bank of Canada Is Hiring An Investment Services Representative

Join Our Team as an Investment Services Representative 🚀

If you are client-focused, detail-oriented, and thrive in a fast-paced environment, this opportunity with RBC Direct Investing offers you the chance to grow your career while delivering exceptional service to clients.

About the Role

As an Investment Services Representative, you will provide clients with professional, efficient, and knowledgeable assistance via phone and electronic communications. Your ability to identify client-centric solutions and resolve issues effectively will be key to your success.

This is a full-time, shift-oriented position with potential opportunities for remote work and/or at our contact centre location. Candidates must reside within a one-hour commute of the designated Centre or Hub.

Business Hours & Flexibility

Our operational hours are:

• Sunday 6:00pm EST – Friday 8:00pm EST (overnight shifts possible)
• Saturday 9:00am – 6:00pm EST

Flexibility to work various shifts within these hours is required.

Your Responsibilities

• 🔍 Proactively identify customer needs and guide clients towards suitable products and services through effective communication and probing skills.
• 🎯 Meet performance metrics for all client interactions (verbal or written).
• 🏢 Maintain a professional image of RBC and RBC Direct Investing Inc. at all times.
• 🌐 Promote the RBC Direct Investing website and mobile tools, identifying self-service opportunities for clients.
• 🤝 Deliver helpful, accurate, and courteous service, including prompt trade execution via telephone or electronic channels, adhering to regulatory requirements.
• 📜 Understand and adhere to industry rules (e.g., CIRO, Provincial regulations) and RBC policies.
• ✔️ Accurately execute client instructions within authorized limits and ensure trade settlement needs are met.

What You Need to Succeed

Must-have Skills & Qualifications

• 🕒 Ability to work independently, managing time efficiently, multitasking, and solving problems effectively.
• 🎓 University or College degree/diploma or at least 1 year of relevant client service experience.
• 📝 Strong English communication skills (verbal, written, transcription), analytical thinking, organizational skills, and attention to detail.
• 😊 Exceptional customer service and professional telephone manner.
• 🗣 Fluency in Mandarin and/or Cantonese.
• 📜 Completion of the following exams within specified timeframes:
• Canadian Investment Regulatory Exam (within 15 weeks of start date)
• or Chartered Financial Analyst (CFA) Level 1 or higher (valid ongoing maintenance)
• CIRO Mandatory Conduct Training (within 15 days of licensing approval)
• Derivatives Exam (within 35 weeks of start date)

Nice-to-have Skills

• ✅ Prior completion and ongoing maintenance of CIRE or CFA Level 1 and Derivatives Exam.
• 🇫🇷 Fluency in French.

What We Offer

At RBC, we cultivate an environment where you can grow, make a real impact, and be part of a collaborative, high-performing team. Our benefits include:

• 🎁 A comprehensive Total Rewards Program with bonuses, flexible benefits, competitive compensation, commissions, and stock options.
• 🎯 Leadership support through coaching and development opportunities.
• 🌟 The chance to make a meaningful difference in clients’ lives.
• 🤝 Work in a dynamic, innovative, and supportive team setting.
• 📚 Access to world-class training in financial services.
• ⚖️ Flexible work/life balance options.
• 🚀 Opportunities for challenging tasks and increasing responsibilities.

RBC is dedicated to supporting flexible work arrangements where possible, contingent upon meeting technological and confidentiality requirements. Details will be discussed with the Hiring Manager.