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Investment Services Representative, RBC Direct Investing

August 3 2020
Industries Bank, Insurance, Financial services
Categories Customer Service, Call Centres, Bank, Insurance, Financial Services, Customer service, Telesales, Telemarketing, Support, Assistance
Montreal, QC

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 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.

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. IIROC, 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?


  • 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 French and English communication (verbal, written, and transcription), analytical and time management skills, along with an attention to detail.
  • Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multi task.
  • Exceptional customer service skills and, friendly and professional telephone skills.
  • Full flexibility to work a variety of shifts ranging between 7AM to 8PM, Mondays to Saturdays.


  • Completion of the following courses:
    • Completion and maintenance of standing (per regulatory requirements) with the Canadian Securities Course (CSC), Conduct Practices Handbook (CPH) & Derivative Fundamentals and Options Licensing Course (DFOL).  If not, must be completed as per the timelines below:
      • Canadian Securities Course (CSC) 1 must be completed within 7 weeks of the start date.
      • Canadian Securities Course (CSC) 2 must be completed within 15 weeks of the start date.
      • Conduct Practices Handbook (CPH) must be completed within 22 weeks of the start date.
      • Derivative Fundamentals and Options Licensing Course (DFOL) must be completed within 44 weeks of the start date.  
    • RBC will reimburse for these courses upon successful completion after the start date.

  • Fluency in a third language is an asset (Mandarin, Cantonese).

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 information 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 
  • A world-class training program in financial services
  • Flexible work/life balance options
  • Opportunities to do challenging work and take on progressively greater accountabilities

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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

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:  09/04/2020 network