Royal Bank of Canada Is Hiring An Investment Services Representative

Investment Services Representative

Join the RBC Direct Investing team as an Investment Services Representative and help clients achieve their financial goals with exceptional service and expertise! 🌟

Overview

If you have a client-focused mindset and the ability to identify client-centric solutions, this role offers a fantastic opportunity to grow within the RBC Direct Investing Contact Centre team. As an Investment Services Representative, you will provide clients with professional, efficient, and knowledgeable service via phone and electronic communications. Your diligence, attention to detail, and ability to thrive in a fast-paced environment will be key to your success. 💼✨

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

Business hours: Sunday 6:00pm EST through Friday 8:00pm EST (overnight hours included); Saturday 9:00am to 6:00pm EST. Flexibility to work various shifts during these hours is essential.

Responsibilities

• 🔍 Proactively identify customer needs and guide clients to appropriate RBC Direct Investing products and services through effective communication and probing skills.
• 🎯 Meet performance metrics for all client interactions—verbal or written.
• 🌟 Maintain a professional image of RBC and RBC Direct Investing at all times.
• 📱 Promote the RBC Direct Investing website and mobile services, encouraging self-service options.
• 🤝 Deliver helpful, engaging, accurate, and professional service, including executing trade instructions promptly and courteously within regulatory guidelines.
• 📜 Understand and apply industry rules (e.g., CIRO, Provincial) and RBC policies in all activities.
• ✔️ Execute client instructions accurately and ensure compliance with trade settlement obligations.

Qualifications for Success

Must-Have Skills & Credentials

• ✅ Ability to work independently with strong time management, organizational, and problem-solving skills, including multitasking.
• 🎓 University or College degree/diploma or minimum 1 year of relevant client service experience.
• 🗣️ Strong English communication skills (verbal, written, transcription), with attention to detail.
• 😊 Excellent customer service and professional telephone skills.
• 🗣️ Fluency in Mandarin and/or Cantonese.
• 📝 Completion of the following exams or certifications (must be completed within specified timeframes):
• Canadian Investment Regulatory Exam (within 15 weeks of start date), or
• Chartered Financial Analyst (CFA) Level 1 or higher (ongoing),
• 🛡️ CIRO Mandatory Conduct Training (within 15 days of licensing approval).
• 📈 Derivatives Exam (within 35 weeks of start date).

Nice-to-Have Qualities

• 🔝 Prior completion and maintenance of CIRE or CFA Level 1 and Derivatives Exam.
• 🇫🇷 Fluency in French.

Benefits & Perks 🎁

• 🌍 Be part of a culture committed to growth, community prosperity, and mutual success.
• 💰 Competitive total rewards including bonuses, flexible benefits, commissions, and stock options (where applicable).
• 👩‍🏫 Supportive leadership focused on your development through coaching and growth opportunities.
• ✨ Make a meaningful impact on clients’ financial success.
• 🤝 Join a dynamic, collaborative, and high-performing team.
• 🎓 Access to world-class training programs in financial services.
• 🧘 Flexible work/life balance options.
• 🚀 Opportunities for challenging work and expanding responsibilities.

RBC is dedicated to flexible work arrangements, subject to job-specific confidentiality and technological requirements. Details will be discussed with the hiring manager.