Bilingual Investment Services Representative

RBC; City of Moncton; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking an Investment Services Representative for its Direct Investing Contact Centre. The ideal candidate will possess a client-focused mindset and provide exceptional service via phone or electronic communications. Responsibilities include identifying client needs, promoting products, and ensuring compliance with industry regulations. A university degree or relevant experience and bilingualism in English and French are required. The role offers a comprehensive rewards program, professional development, and flexible work opportunities.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Flexible work/life balance options

World-class training program in financial services

Qualifications

• Ability to work independently with excellent time management skills.
• Exceptional problem-solving skills and ability to multitask.
• Completion of mandatory exams such as CIRE or CFA Level 1.

Responsibilities

• Provide knowledgeable and professional service to clients over the phone.
• Proactively identify client needs and promote available products.
• Uphold a professional image of RBC while ensuring compliance with regulations.

Skills

Client-focused mindset

Strong English communication skills

Exceptional customer service skills

Bilingualism (English and French)

Education

University or College degree/diploma or 1 year of relevant experience

Job description

Job Description

What is the opportunity? If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team. 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 and shift‑oriented role with an opportunity to potentially work from home and/or at the contact centre. Candidates must live within a one‑hour commutable distance from a Centre or Hub as listed in the locations.

Business hours are Sunday 6:00pm EST through to Friday 8:00pm EST (the business is open overnights throughout this period); Saturday 9:00am to 6:00pm EST. Candidates must remain flexible to work a variety of shifts within these business hours.

What will you do?

• Proactively uncover opportunities to match customer needs through effective communication and probing skills to help 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 capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self‑service opportunities for clients
• Provide helpful and 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.

What do you need to succeed?

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, along with an attention to detail
• Exceptional customer service skills and, friendly and professional telephone skills
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• Completion of the following required exams will be a requirement of the job: Completion and maintenance of standing (per regulatory requirements) for the following required exams or must be completed as per the timelines below:

Must-have – Exams

• 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 Mandarin and/or Cantonese

What’s in it for you?

• 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 with the technological and confidentiality requirements of the role (i.e., private, and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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