RBC

Bilingual Investment Services Representative

RBC

full-time

Posted on:

Location Type: Hybrid

Location: Montréal • Canada

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Job Level

Junior

About the role

  • 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

Requirements

  • 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
  • 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-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
Benefits
  • A comprehensive Total Rewards Program including bonuses and 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicetime managementorganizational skillsproblem-solvingmultitaskinganalytical skillsattention to detailbilingualismtrade executionregulatory compliance
Soft Skills
effective communicationverbal communicationwritten communicationcourteousnessprofessionalismengagementresponsivenessproactive identificationguidancefriendly telephone skills
Certifications
Canadian Investment Regulatory ExamChartered Financial Analyst (CFA) level 1CIRO Mandatory Conduct TrainingDerivatives Exam