Inside Sales Representative, Rbc Direct Investing

October 10 2017
Industries Bank, Insurance, Financial services
Categories Telesales/Telemarketing
Montreal, QC

What is the opportunity?

 If you have proven customer service skills and the ability to match products to client needs, this role gives you a great opportunity to grow with the RBC Direct Investing team. As an Inside Sales Representative, you provide RBC Direct Investing clients and assist Branch partners with responsive, effective account opening and fulfillment, while promoting a professional image of RBC Direct Investing through a three-way conversation with use of remote technology. 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.

What will you do?

 Assist and provide advice to Branch partners in order to  prepare for client appointment

  • Provide advice and benefit statement to clients on Direct Investing accounts capability and functionality
  • Assist or complete clients account opening and fulfillment for Branch partners
  • Understand and apply all responsibilities and activities in accordance with ''Know Your Clients'' guidelines
  • Provide relevant information, complete all client transactions and deliver error-free support at first point of contact
  • Be proactive in uncovering opportunities to match customer needs to enhance growth opportunities
  • Full flexibility to work a variety of shifts ranging: Monday, Tuesday, Friday from 8:30AM to 5PM; Wednesday and Thursday from between 8:30AM to 8PM and Saturday from 9AM to 5PM.

  What do you need to succeed?


 University degree/diploma and a minimum of 1 year of experience in a client service and/or sales oriented role, driven to help meet clients' needs

  • Strong verbal and written communication skills (French and English)
  • Excellent team building, problem resolution, and computer navigation skills
  • Strong initiative and the ability to multi task
  • Exceptional customer service and  professional telephone etiquette


  •  Completion of Conduct Practices Handbook (if not, must be completed within 6 months of start date).
  • Completion and maintenance of standing with the Canadian Securities Course - completion within the last three years and/or approved extension (if not, must be completed within 6 months of start date).
  • Completion of Derivatives Fundamentals Course and the Options Licensing Course (if not, must be completed within 12 months of start date).

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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.
  • Flexible work/life balance options.
  • Opportunities to do challenging work and take on progressively greater accountabilities.


About RBC Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

  Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City:   Montreal   Address:   7101 Avenue du Parc   Work Hours/Week:   37.5   Work Environment:   Call Centre   Employment Type:   Permanent   Career Level:   Experienced Hire/Professional   Pay Type:   Salaried   Required Travel (%):   0   Exempt/Non-Exempt:   N/A   People Manager:   No   Application Deadline:   2017-10-20   Req ID:   147982

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