Royal Bank of Canada Is Hiring An Investment Services Representative

Investment Services Representative

Join our team as an Investment Services Representative and leverage your client-focused mindset to grow within the RBC Direct Investing Contact Centre. This role offers the opportunity to deliver expert financial service, build meaningful client relationships, and develop your career in a dynamic environment.

About the Role

As an Investment Services Representative, you will:

• Provide clients with helpful, engaging, professional, efficient, and knowledgeable service via phone and electronic communication 💬📞
• Identify client-centric solutions with a diligent attention to detail and maximize productivity individually and as part of a team 📈
• Resolve client concerns effectively, ensuring exceptional service and securities knowledge are at the forefront 💡
• Work in a fast-paced, team-oriented environment where adaptability is key ⚡

This is a full-time, shift-oriented role, with potential for remote work and/or contact centre placement. Candidates must reside within a one-hour commute of the listed locations.

Business hours: Sunday 6:00 PM EST – Friday 8:00 PM EST (overnight hours included); Saturday 9:00 AM – 6:00 PM EST. Flexibility to work various shifts within these hours is required.

Key Responsibilities

• Proactively identify customer needs through effective communication and probing to guide clients toward suitable products and services 🔍
• Meet performance metrics for all verbal and written client interactions 🎯
• Maintain a professional image of RBC and RBC Direct Investing Inc. at all times 🏢
• Promote and familiarize clients with RBC Direct Investing's website and mobile features, encouraging self-service options 📱💻
• Provide accurate, courteous, and responsive service, including executing trade instructions promptly within regulatory guidelines ⚖️
• Understand and adhere to industry rules and regulations (e.g., CIRO, provincial) as well as RBC policies 📜
• Execute client instructions accurately and inform clients on meeting trade settlement obligations ✅

What You Need to Succeed

Must-Have Skills & Experience

• Proven ability to work independently with excellent time management, organization, problem-solving, and multitasking skills ⏳🛠️
• University or College degree/diploma or at least 1 year of relevant client service experience 🎓
• Strong English communication skills (verbal, written, transcription) along with analytical and organizational abilities 🗣️✍️
• Exceptional customer service and friendly, professional telephone communication skills 📞
• Fluency in Mandarin and/or Cantonese 🀄️
• Completion of required exams within specified timelines:
  • Canadian Investment Regulatory Exam (within 15 weeks)
  • OR Chartered Financial Analyst (CFA) Level 1 or higher
  • CIRO Mandatory Conduct Training (within 15 days of licensing approval)
  • Derivatives Exam (within 35 weeks)

Nice-to-Have Skills

• Prior completion and ongoing maintenance of the Canadian Investment Regulatory Exam (CIRE) or CFA Level 1
• French language proficiency 🇫🇷

What’s in It for You?

At RBC, we are committed to your growth, success, and well-being. In this role, you'll enjoy:

• A comprehensive Total Rewards program, including bonuses, benefits, competitive pay, commissions, and stock options where applicable 💰🎁
• Supportive leadership focused on your development and career growth 🚀
• The opportunity to make a real difference in clients’ lives and our communities 🌍
• A collaborative, innovative, and high-performing team environment 🤝
• World-class training resources tailored to financial services 📚
• Flexible work/life balance options 🧘‍♂️
• Challenging work with increasing responsibilities to accelerate your career progression 🔝

RBC is dedicated to supporting flexible work arrangements where feasible, ensuring employees meet technological and confidentiality requirements, such as private spaces and reliable internet. Specific details will be discussed with the hiring manager.