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 professional, efficient, and knowledgeable service to our clients over phone and electronic communications.

About the Role

If you are diligent, detail-oriented, and thrive in a fast-paced team environment, this position is perfect for you. Your success depends on effective problem resolution, exceptional client service, and securities knowledge. The role is full-time, shift-oriented, with potential options for remote work and/or at the contact centre.

Location & Hours

• Residency: Candidates must reside within a one-hour commute of a Centre or Hub as listed in the locations.
• Business Hours: Sunday 6:00 pm EST – Friday 8:00 pm EST (overnight hours included); Saturday 9:00 am – 6:00 pm EST.
• Scheduling: Flexibility to work a variety of shifts within these hours.

What Will You Do? 🤝

• Proactively identify customer needs and guide clients to suitable products and services through effective communication and probing skills.
• Maintain specified performance metrics for all client communications—verbal or written.
• Uphold a professional image of RBC and RBC Direct Investing Inc. at all times.
• Promote the capabilities of the RBC Direct Investing website and mobile app, proactively suggesting self-service opportunities for clients.
• Provide helpful, knowledgeable, accurate, and courteous services, including prompt execution of trade instructions via phone or electronic means, within regulatory guidelines.
• Understand and adhere to industry rules and regulations (e.g., CIRO, Provincial regulations), as well as RBC and RBC Direct Investing policies.
• Execute client instructions accurately within defined authorities and ensure clients can meet trade settlement obligations.

What Do You Need to Succeed? 🎯

Must-Have Skills & Qualifications

• Ability to work independently with proven time management, organizational, and problem-solving skills; capable of multitasking.
• University or College degree/diploma, or a minimum of 1 year of relevant client service experience.
• Excellent English communication skills (verbal, written, transcription), with strong analytical and organizational abilities.
• Exceptional customer service skills with a friendly and professional phone manner.
• Fluency in Mandarin and/or Cantonese.
• Completion of key exams within specified timeframes:
  • Canadian Investment Regulatory Exam (within 15 weeks of start date), OR
  • Chartered Financial Analyst (CFA) Level 1 or higher (must be completed and maintained).
• CIRO Mandatory Conduct Training within 15 days of licensing approval.
• Derivatives Exam within 35 weeks of start date.

Nice-to-Have Skills & Qualifications

• Existing standing (per regulatory requirements) of the Canadian Investment Regulatory Exam (CIRE) or CFA Level 1 and Derivatives Exam.
• Fluency in French.

What’s In It For You? 🌟

At RBC, we foster a culture of growth, collaboration, and community impact. We believe in supporting our team to reach their potential and make a meaningful difference. Benefits include:

• A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive pay, commissions, and stock options where applicable.
• Supportive leadership for your development through coaching and growth opportunities.
• The chance to make a lasting impact on our clients’ financial wellbeing.
• Work within a dynamic, collaborative, high-performing team committed to innovation and excellence.
• Access to world-class training in financial services.
• Flexible work/life balance options.
• Opportunities to engage in challenging tasks and progressively increase responsibilities.

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