Mandarin/Cantonese Investment Services Representative, RBC Direct Investing

RBC • Mississauga, ON

4d • Hybrid

About The Position

If you possess a client-focused mindset and the ability to identify client-centric solutions, this role offers 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. 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 are 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 6:00 pm EST through to Friday 8:00 pm EST (the business is open overnights throughout this period); Saturday 9:00 am to 6:00 pm EST. Candidates must remain flexible to work a variety of shifts within these business hours.

Requirements

• 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.
• Fluency in Mandarin and/or Cantonese.
• 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: 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 Haves

• 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.

Responsibilities

• 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 DirectInvesting 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.

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree