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-centric mindset to deliver exceptional service and grow within the RBC Direct Investing Contact Centre!

About the Role

If you excel at identifying client solutions and delivering professional, efficient, and knowledgeable service over the phone or via electronic communication, this is a fantastic opportunity to advance your career. Your diligence, attention to detail, and ability to thrive in a fast-paced team environment are key to your success.

This full-time, shift-oriented position offers the potential for remote work and/or placement at our contact center. Candidates must reside within a one-hour commute of the designated Centre or Hub, as listed below.

Business Hours:

• Sunday 6:00pm EST to Friday 8:00pm EST (overnight shifts are included)
• Saturday 9:00am to 6:00pm EST

Flexibility to work various shifts during these hours is required.

Key Responsibilities 🚀

• Proactively identify customer needs through effective communication and probing skills, guiding clients toward suitable products and services offered by Direct Investing
• Operate within established performance metrics for all client interactions (verbal and written)
• Maintain a professional image of RBC and RBC Direct Investing Inc. at all times
• Promote the features and capabilities of the RBC Direct Investing website and mobile platforms, encouraging self-service solutions
• Provide responsive, accurate, and professional services, including prompt trade execution via phone or electronic means, adhering to regulatory standards
• Understand and comply with industry rules & regulations (e.g., CIRO, Provincial) and RBC policies
• Accurately execute client instructions within authorized limits, ensuring timely trade settlement

What You Need to Succeed ✅

Must-have Skills & Qualifications

• Ability to work independently with strong time management, organizational, problem-solving skills, and multitasking ability
• University or College degree/diploma OR minimum 1 year of relevant business/client service experience
• Strong English communication skills (verbal and written) and excellent analytical and organizational abilities
• Exceptional customer service and friendly, professional telephone skills
• 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
• CIRO Mandatory Conduct Training (within 15 days of licensing approval)
• Derivatives Exam (within 35 weeks of start date)

Nice-to-have Skills & Certifications 💡

• Prior completion and ongoing maintenance of the Canadian Investment Regulatory Exam (CIRE) or CFA Level 1
• Fluency in French

What’s In It for You? 🎉

At RBC, we are committed to fostering growth, teamwork, and making a meaningful impact. Here’s what you can expect:

• A comprehensive Total Rewards Program featuring bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable
• Supportive leadership dedicated to your development through coaching and advancement opportunities
• Opportunities to make a real difference for our clients and community
• A dynamic, collaborative, and high-performing team environment
• Access to a world-class financial services training program
• Flexible work/life balance options
• Challenging assignments with opportunities for increasing responsibilities

Note: RBC supports flexible work arrangements tailored to meet role-specific technological and confidentiality needs (e.g., private work space, reliable internet). Details will be discussed with the Hiring Manager.