Royal Bank of Canada Is Hiring An Investment Services Representative

Investment Services Representative

Join RBC Direct Investing as an Investment Services Representative and grow within a client-centric team, providing exceptional service and solutions over the phone and electronically. This role offers full-time hours with flexible work options and a focus on professional development.

About the Role

If you have a client-focused mindset and excel in identifying client solutions, this opportunity allows you to make a meaningful impact while developing your career. You will deliver knowledgeable, professional, and efficient service, maintaining attention to detail and maximizing productivity both individually and within your team.

Success in this fast-paced environment requires effective problem-solving, exceptional client service, and securities expertise. The position involves working within a dynamic team, with potential options for remote work or on-site presence at the contact centre.

Location & Business Hours

• Candidates must reside within a one-hour commute of designated Centres or Hubs.
• Business hours: Sunday 6:00 pm EST – Friday 8:00 pm EST (overnight shifts possible)
• Saturday 9:00 am – 6:00 pm EST
• Flexible to work various shifts within these hours.

Key Responsibilities 📋

• Proactively identify customer needs using effective communication and probing skills to recommend RBC Direct Investing products and services.
• Adhere to performance metrics for all client interactions, whether verbal or written.
• Maintain a professional and positive image of RBC and RBC Direct Investing at all times.
• Promote the RBC Direct Investing website and mobile features, encouraging self-service solutions.
• Provide accurate, helpful, and professional service—including prompt trade execution via phone or electronic channels—compliant with regulatory standards.
• Understand and apply industry regulations (e.g., CIRO, provincial guidelines) and RBC policies in all activities.
• Execute client instructions accurately within authorized limits, ensuring clients meet their trade settlement obligations.

Qualifications for Success

Must-Have ✅

• Ability to work independently, managing time, organization, and multitasking effectively.
• University/College degree or related business experience (minimum 1 year).
• Strong English communication skills—verbal, written, and transcription—and excellent analytical and organizational abilities.
• Outstanding customer service skills and professional telephone etiquette.
• Fluency in Mandarin and/or Cantonese.
• Completion of required exams within specified timeframes:
  • Canadian Investment Regulatory Exam (within 15 weeks of start)
  • OR Chartered Financial Analyst (CFA) Level 1 or higher (ongoing maintenance)
  • CIRO Mandatory Conduct Training (within 15 days of licensing approval)
  • Derivatives Exam (within 35 weeks of start)

Nice-to-Have ✨

• Existing Canadian Investment Regulatory Exam (CIRE) or CFA Level 1 and Derivatives Exam standing.
• French language proficiency.

What We Offer 🌟

At RBC, we thrive on challenges and growth, working collaboratively to support our clients and communities. Our inclusive environment fosters potential, success, and meaningful work.

• A comprehensive Total Rewards Program including bonuses, benefits, competitive pay, commissions, and stock options where applicable.
• Supportive leadership focused on your professional development through coaching and growth opportunities.
• The chance to make a significant, lasting impact on clients.
• Work within a vibrant, collaborative, and high-performing team.
• Access to world-class training programs in financial services.
• Flexible work/life balance arrangements, subject to operational requirements.
• Opportunities for challenging assignments and increased responsibilities.

Note: RBC supports flexible work arrangements where feasible, provided employees can meet confidentiality and technological requirements, such as private spaces and reliable internet. Details to be discussed with the Hiring Manager.