Royal Bank of Canada Is Hiring An Investment Services Representative

Investment Services Representative

🔹 Join RBC Direct Investing's Contact Centre team and grow your career by providing clients with exceptional service in a client-focused environment.

Overview

If you possess a client-focused mindset with the ability to identify client-centric solutions, this role offers a fantastic opportunity to develop your skills in a dynamic team setting. As an Investment Services Representative, you'll deliver professional, efficient, and knowledgeable service via phone and electronic communications. Your attention to detail, problem-solving skills, and ability to thrive in a fast-paced environment will be key to your success.

Position Details

• Type: Full-time, shift-oriented role
• Work Environment: Potential to work from home and/or at the contact centre
• Location: Candidates must reside within a one-hour commute of a Centre or Hub listed in the locations

Business hours: Sunday 6:00 pm EST – Friday 8:00 pm EST, with overnight shifts; Saturday 9:00 am – 6:00 pm EST. Flexibility to work various shifts during these hours is required.

What Will You Do? 🎯

• Proactively identify customer needs through effective communication and probing skills, guiding clients to available products and services
• Achieve and maintain specified performance metrics for all client interactions (verbal and written)
• Uphold a professional image of RBC and RBC Direct Investing Inc. at all times
• Promote RBC Direct Investing website and mobile functionalities, identifying self-service opportunities
• Deliver helpful, knowledgeable, accurate, and responsive services, including prompt trade execution via telephone or electronic means within regulatory guidelines
• Understand and adhere to industry rules (e.g., CIRO, Provincial) and RBC policies and procedures
• Execute client instructions accurately within defined authorities and ensure clients meet trade settlement obligations

What Do You Need to Succeed? ✅

Must-have Skills & Qualifications

• Ability to work independently with strong time management, organizational, and problem-solving skills
• University or College degree/diploma, or a minimum of 1 year of relevant client service experience
• Excellent English communication skills (verbal, written, transcription), with attention to detail
• Exceptional customer service and professional telephone skills
• Fluency in Mandarin and/or Cantonese
• Completion of required exams within specified timelines:
  • 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 & Qualifications

• Prior experience with the Canadian Investment Regulatory Exam (CIRE) or CFA Level 1
• 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 employees to reach their full potential and making a positive difference.

• Comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable
• Leadership support for your development through coaching and growth opportunities
• Opportunity to make a meaningful impact on clients' lives
• Work within a dynamic, collaborative, and high-performing team
• Access to world-class training in financial services
• Flexible work/life balance options
• Challenging assignments with opportunities to take on greater responsibilities

Note: RBC supports flexible work arrangements where feasible, subject to technological and confidentiality requirements. Details will be discussed with the Hiring Manager.