RBC

Mandarin/Cantonese Investment Services Representative

RBC

full-time

Posted on:

Location Type: Hybrid

Location: Mississauga • Canada

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Job Level

Junior

About the role

  • Proactively uncover opportunities to match customer needs through effective communication and probing skills
  • 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 of the RBC Direct Investing website and mobile capabilities
  • Provide knowledgeable, accurate, responsive, and professional services to clients
  • Understand and apply industry rules and regulations as well as RBC policies and procedures
  • Accurately execute client instructions within defined authorities

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
  • 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 and maintenance of standing (per regulatory requirements) for the following required exams: Canadian Investment Regulatory Exam, Chartered Financial Analyst (CFA) certification level 1 or any higher levels of the CFA program, CIRO Mandatory Conduct Training, Derivatives Exam
Benefits
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
Canadian Investment Regulatory ExamChartered Financial Analyst (CFA) certification level 1CIRO Mandatory Conduct TrainingDerivatives Exam
Soft Skills
communication skillsproblem-solving skillstime management skillsorganizational skillsmultitaskingattention to detailcustomer service skillstelephone skills