Mandarin​/Cantonese Investment Services Representative, Direct Investing

What is the opportunity?

As an Investment Services Representative, you provide clients with helpful and engaging, professional, efficient, and knowledgeable service over the phone or through electronic communications. You are diligent with an attention to detail and maximize productivity on an individual and team level. Effective problem resolution, exceptional client service and expert securities knowledge is crucial to your success in this role, along with the ability to thrive in a fast‑paced team environment.

This is a full‑time, shift‑oriented role. Business hours are Sunday 6:00 pm EST through Friday 8:00 pm EST (overnight coverage) and Saturday 9:00 am to 6:00 pm EST. Candidates must live within a one‑hour commutable distance from a centre or hub. The role may involve working from home on a shift‑basis as required.

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to guide clients to available products and services offered by Direct Investing.
• Work within specified performance metrics for all client communications (verbal or written).
• Uphold a professional image of RBC and RBC Direct Investing Inc. at all times.
• Actively promote the capabilities of the RBC Direct Investing website and mobile applications, proactively identifying self‑service opportunities for clients.
• Provide helpful, engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone or electronic means, all within regulatory requirements and guidelines.
• Understand and apply industry rules and regulations (e.g., CIRO, provincial, etc.) as well as RBC Enterprise and RBC Direct Investing Inc. policies and procedures to all activities performed.
• Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.

Must‑have

• Ability to work independently with proven time management, organizational, problem‑solving skills and the ability to multitask.
• University or college degree/diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs.
• Strong English communication (verbal, written, and transcription), analytical/organizational and time‑management skills, with attention to detail.
• Exceptional customer service skills and friendly, professional telephone skills.
• Fluency in Mandarin and/or Cantonese.
• Completion of the following required exams will be a requirement of the job:
  • Canadian Investment Regulatory Exam must be completed within 15 weeks of the start date.
  • OR
  • Completion and maintenance of Chartered Financial Analyst (CFA) certification level 1 or any higher levels of the CFA program.
  • AND
  • CIRO Mandatory Conduct Training must be completed within 15 days of obtaining licensing approval from CIRO.
  • Derivatives Exam must be completed within 35 weeks of the start date.

Nice‑to‑have

• Prior completion and maintenance of standing (per regulatory requirements) of the Canadian Investment Regulatory Exam (CIRE) or Chartered Financial Analyst (CFA) certification level 1 and Derivatives Exam.
• Fluency in French.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact on our clients.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.
• Flexible work/life balance options.
• Opportunities to do challenging work and take on progressively greater accountabilities.

RBC is committed to supporting flexible work arrangements when and where available, conditional on employees being able to meet technological and confidentiality requirements of the role (e.g., private, quiet space, Internet connectivity). Details to be discussed with the Hiring Manager.

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