Job Description
Job Description
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 Contact Centre 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.
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 6:00pm EST through to Friday 8:00pm EST (the business is open overnights throughout this period); Saturday 9:00am to 6:00pm EST. Candidate must remain flexible to work a variety of shifts within these business hours.
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. 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.
What do you need to succeed?
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
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, Cantonese or French an asset
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
RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private, and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.
ACDIPOSTINGS
Job Skills
Additional Job Details
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
Mississauga
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-02-25
Application Deadline:
2026-03-03
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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 jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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 Contact Centre 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.
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 6:00pm EST through to Friday 8:00pm EST (the business is open overnights throughout this period); Saturday 9:00am to 6:00pm EST. Candidate must remain flexible to work a variety of shifts within these business hours.
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. 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.
What do you need to succeed?
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
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, Cantonese or French an asset
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
RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private, and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager.
ACDIPOSTINGS
Job Skills
Additional Job Details
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
Mississauga
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-02-25
Application Deadline:
2026-03-03
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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 jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Services Representative, RBC Direct Investing position is now open for candidates interested in the Bank Jobs sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
