Investment Services Representative, RBC Direct Investing

RBC; Halifax; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

Join a leading financial institution as an Investment Services Representative in Halifax. You'll provide exceptional client service, resolve issues efficiently, and promote self-service options. This full-time role offers flexibility and opportunities for professional growth within a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

Leadership support for development

Flexible work/life balance options

World-class training in financial services

Qualifications

• 1 year of relevant client service experience required.
• Completion of regulatory courses within specified timelines.

Responsibilities

• Identify customer needs and guide clients to products and services.
• Provide professional service and execute trade instructions.
• Understand and apply industry rules and regulations.

Skills

Time Management

Organizational Skills

Problem-Solving

Attention to Detail

Customer Service

English Communication

Education

University or College Degree/Diploma

Job description

Job Summary

Job Description

What is the opportunity?

Individuals with a client-focused mindset and the ability to identify client-centric solutions will see this as a great opportunity to grow with the RBC Direct Investing Contact Centre team. As an Investment Services Representative, you will provide clients with helpful, engaging, professional, efficient, and knowledgeable service over the phone or through electronic communications. Attention to detail, diligence, and maximizing productivity on individual and team levels are crucial. Success in this role depends on effective problem resolution, exceptional client service, and expert securities knowledge, all within a fast-paced team environment.

This is a full-time, shift-oriented role with potential options to work from home and/or at the contact centre. Business hours are Sunday 6:00pm EST to Friday 8:00pm EST (overnight hours included) and Saturday 9:00am to 6:00pm EST. Candidates must remain flexible to work various shifts within these hours.

What will you do?

1. Proactively identify customer needs through effective communication and probing to guide clients to available products and services offered by Direct Investing.
2. Work within specified performance metrics for all client communications (verbal or written).
3. Uphold a professional image of RBC and RBC Direct Investing at all times.
4. Promote the capabilities of the RBC Direct Investing website and mobile app, encouraging clients to use self-service options.
5. Provide helpful, engaging, knowledgeable, accurate, and professional service, including prompt and courteous execution of trade instructions via phone or electronic means, adhering to regulatory guidelines.
6. Understand and apply industry rules and regulations (e.g., CIRO, Provincial) and RBC policies and procedures to all activities.
7. Accurately execute client instructions within defined authorities and ensure clients meet trade settlement obligations.

What do you need to succeed?

Must-have

• Ability to work independently with proven time management, organizational, problem-solving, and multi-tasking skills.
• University or college degree/diploma or at least 1 year of relevant client service experience.
• Strong English communication skills (verbal, written, transcription), analytical and organizational skills, and attention to detail.
• Exceptional customer service and professional telephone skills.

Completion and maintenance of regulatory courses such as Derivative Fundamentals and Options Licensing Course (DFOL), Conduct Practices Handbook (CPH), and either CFA Level 1 or Canadian Securities Course (CSC) levels 1 and 2 within specified timelines.

Nice-to-have

• Prior completion of regulatory courses and experience with Advice Centre.
• Fluency in French, Mandarin, and/or Cantonese.

What’s in it for you?

We foster growth through challenge, innovation, and collaboration. We value diversity, support professional development, and aim to make a positive impact on clients and communities. Benefits include:

• A comprehensive Total Rewards Program including bonuses, benefits, competitive pay, commissions, and stock options.
• Leadership support for your development.
• Opportunities to make a meaningful difference.
• A dynamic, collaborative, and high-performing team environment.
• World-class training in financial services.
• Flexible work/life balance options.
• Challenging work with increasing responsibilities.

RBC supports flexible work arrangements where possible, subject to technological and confidentiality requirements, to be discussed with the Hiring Manager.