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Investment services representative, RBC direct investing – montreal

RBC

This is a Part-time position in Montreal, QC posted September 9, 2019.

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 Service Representative, you provide clients with helpful and engaging, professional, efficient, and knowledgeable service over the phone or through written 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 trading services to clients, including prompt and courteous completion of trade instructions.

via telephone, or electronic trade instructions, all within regulatory requirements and guidelinesUnderstand 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?Must-haveUniversity or College degree/diploma and a minimum of 1 year of experience in a client service and/or sales oriented 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.Nice-to-haveCompletion of the following courses (if not completed prior to offer, must be completed within the timeframes outlined during Recruitment process)Completion of Conduct Practices Handbook (CPH)Completion and maintenance of standing with the Canadian Securities Course (CSC) completion within the last three years and/or approved extensionCompletion of Derivatives Fundamentals Course and the Options Licensing Course (DFOL) 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impact on our clientsWork in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial servicesFlexible work/life balance optionsOpportunities to do challenging work and take on progressively greater accountabilities #LI-SL1 About RBCRoyal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

We have over 80,000 full and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

and 37 other countries.

For more information, please visit rbc.com . Join our Talent CommunityStay 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 rbc.com/careers . Inclusion and Equal Opportunity EmploymentRBC is an equal opportunity employer committed to diversity and inclusion.

We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

Disability-related accommodations during the application process are available upon request.

JOB SUMMARY 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: 09/27/2019 Req ID: 194455 Posting Notes: