Talent.com
Mandarin/Cantonese Investment Services Representative, RBC Direct Investing
Mandarin/Cantonese Investment Services Representative, RBC Direct Investing0000050488 RBC Direct Investing Inc. • MONCTON, New Brunswick, Canada
Mandarin/Cantonese Investment Services Representative, RBC Direct Investing

Mandarin/Cantonese Investment Services Representative, RBC Direct Investing

0000050488 RBC Direct Investing Inc. • MONCTON, New Brunswick, Canada
16 hours ago
Job type
  • Full-time
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
  • 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 dateORCompletion and maintenance of Chartered Financial Analyst (CFA) certification level 1 or any higher levels of the CFA programANDCIRO Mandatory Conduct Training must be completed within 15 days of obtaining licensing approval from CIRODerivatives 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 French
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.ACDIPOSTINGSJob SkillsAdditional 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:

2026-02-20

Application Deadline:

2026-04-18Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
Create a job alert for this search

Mandarin/Cantonese Investment Services Representative, RBC Direct Investing • MONCTON, New Brunswick, Canada

Similar jobs

Business Development Representative (BDR / SDR), Remote - Canada

Versa NetworksMoncton, Moncton Parish, CA
Remote
Full-time

At Versa Networks, we're revolutionizing the way businesses connect, secure, and optimize their networks.Our mission is to secure anywhere, anytime access to anything.As a leader in Secure SD-WAN, ...Show more

 • Promoted

Investment Funds Lawyer

Caravel LawMoncton, Moncton Parish, CA
Full-time

Are you looking to have control over your schedule? We offer a better way of life without sacrificing interesting work and professional fulfilment.What our firm does have is a team of highly experi...Show more

 • Promoted

Dynamic Director of Strategic Partnerships in Remote Payment Roles

PaymathMoncton, Moncton Parish, CA
Remote
Full-time

Become a leader in strategic partnerships as a Director in a fully remote environment.Enhance B2B relationships while scaling referral programs and driving revenue for a growing payments provider.T...Show more

 • Promoted

Remote Mandarin Interpreter for Medical and Financial Conversations

TPMoncton, Moncton Parish, CA
Remote
Full-time

Transform live conversations as a Mandarin Interpreter on a flexible night shift schedule.Engage in consecutive interpretation across diverse sectors, including healthcare, finance, and more from t...Show more

 • Promoted

Bilingual Client Processing Associate in Remote Investment Services

ManulifeMoncton, Moncton Parish, CA
Remote
Full-time

Drive client satisfaction as a Bilingual Client Processing Associate in investment services.Provide robust support on inquiries using your bilingual proficiency in a flexible, remote setting.As a k...Show more

 • Promoted

Investment Sales Director

EquitableMoncton, Moncton Parish, CA
Permanent

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow.In our caring and collaborative environment, your curiosity is encouraged, your passion is ...Show more

 • Promoted

Dynamic Managing Director Role in High-Performance Investment Banking

Trusted FinancialMoncton, Moncton Parish, CA
Full-time

Elevate your career as a Managing Director in a thriving investment banking advisory firm.Leverage your expertise in M&A and capital raising while enjoying minimal bureaucracy and maximum earnings ...Show more

 • Promoted

Canada Merchant Growth & Partnerships Manager

Ant InternationalMoncton, Moncton Parish, CA
Full-time

A leading technology and finance company is seeking a Business Development/Merchant Success Manager to enhance its brand presence across Canada.This role includes identifying and securing key merch...Show more

 • Promoted

Thailand Growth Lead, DeFi Partnerships

Berachain?Moncton, Moncton Parish, CA
Full-time

A leading blockchain company, Berachain, is seeking a Thailand Growth Lead to drive user acquisition and partnerships in the burgeoning Thai market.Ideal candidates will have a strong background in...Show more

 • Promoted

Canadian Private Client Adviser

Fisher InvestmentsMoncton, Moncton Parish, CA
Full-time

Calling all financial professionals looking for a role focused 100% on sales!.As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K...Show more

 • Promoted

Remote BDR for Fintech Payouts

TrolleyMoncton, Moncton Parish, CA
Remote
Full-time

A growing technology firm in Montreal is seeking a motivated Business Development Representative to join their team.You will generate and qualify sales leads, providing an exceptional customer expe...Show more

 • Promoted

Bilingual Dealer Care Associate - Hyundai Capital Canada

Hyundai Capital Canadamoncton, nb, ca
Full-time

French and English is required for this role.Hyundai Capital Canada (HCCA) is the Canadian captive finance business for Hyundai Motor Group.We go to market under the service brands Hyundai Motor Fi...Show more

 • Promoted

Investment Sales Director Focused on Building Advisor Relationships

The EquitableMoncton, Moncton Parish, CA
Full-time

Lead business development as an Investment Sales Director.Engage with advisors through educational presentations and tailored sales strategies in a dynamic work setting.In this crucial role, you wi...Show more

 • Promoted

Remote Investment Advisor: Grow Portfolios & Client Relationships

Marketers on DemandMoncton, Moncton Parish, CA
Remote
Full-time

A leading financial services firm is seeking an experienced Investment Advisor to grow and manage client portfolios from anywhere in Canada.The role demands over 5 years of Investment Advisory expe...Show more

 • Promoted

Private Equity Specialist

hackajobMoncton, Moncton Parish, CA
Full-time

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc...Show more

 • Promoted

Mandarin-Speaking CFO for Strategic Advisory and Growth

The CFO Centre CanadaMoncton, Moncton Parish, CA
Full-time

Join a unique opportunity as a Mandarin-speaking CFO, providing strategic financial advisory services to businesses in the Vancouver area.Embrace a self-employed model that offers flexible hours an...Show more

 • Promoted

Remote BDR - Open Source & Global Impact

CanonicalMoncton, Moncton Parish, CA
Remote
Full-time

A global open-source software leader is seeking a Business Development Representative to drive outbound sales initiatives.In this role, you will generate high-quality leads, collaborate with teams ...Show more

 • Promoted

High-Net-Worth Investment Relationship Manager

Skyline Group of CompaniesMoncton, Moncton Parish, CA
Full-time

Transform high-net-worth investment opportunities as a Relationship Manager in private equity.Help clients grow their portfolios with exclusive investment offerings while working 100% remotely.This...Show more