Investment Services Representative
Current
Aug 2024 - Present
AeroLeads people directory · profile
Felix Tsang Email & Phone Number
Investment Services Representative
at
RBC Direct Investing
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Services Representative
Location
Toronto, Ontario, Canada
Company size
Who is Felix Tsang? Overview
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Quick answer
Felix Tsang is listed as Investment Services Representative at RBC Direct Investing, a with 242 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Felix Tsang.
Felix Tsang previously worked as Customer Service Representative at Rbc Direct Investing and Bilingual New Account Specialist at Questrade Financial Group. Felix Tsang holds Bachelor Of Business Administration - Bba, Financial Analysis from The Hang Seng University Of Hong Kong.
Company email context
Email format at RBC Direct Investing
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RBC Direct Investing
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Profile bio
About Felix Tsang
3 years dealer serves for over 1,000 clients, providing accurate and efficient client services.Meets clients' needs to build up relationship with professionalism.Provides market information to help clients making decision.Risk monitoring of client position.
Current workplace
Felix Tsang's current company
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Rbc Direct Investing
6 roles
Felix Tsang work experience
A career timeline built from the work history available for this profile.
Customer Service Representative
Dec 2023 - Aug 2024
Bilingual New Account Specialist
May 2023 - Dec 2023
Senior Dealer
Roctec Securities Company Limited
Perform seamless and efficient trade execution for 300+ active clientsCollaborate with the team to resolve issues for clientsFacilitate client trading by gathering market informationMonitor credit risk and trades on clients' accounts to ensure compliance with policiesIdentify and report trades and activities related to AML/CTFReview and follow clients' margin status to meet margin requirementsReach out to existing clients and provide needs-based assessments to facilitate the KYC processKeep current with the financial market, the legal and regulatory environment to comply with ethical requirementsSupport operational activities (e.g., conduct day-end trade reports, filing, etc.)
Jun 2022 - Dec 2022
Senior Dealer
Perform accurate and efficient trade execution for 800+ active clientsReview clients' profiles and provide needs-based assessments to facilitate the KYC processCultivate and deepen relationships to understand clients' needs and integrate promotionsReach out to existing clients to grow business in cross-product tradingOffer clients advice and guidance on channel usage to enhance flexibilityApply risk management to client portfolios and trades to ensure compliance with processes and margin requirementsIdentify and report trades and activities related to AML/CTFConduct market commentary to provide market insightsProvide training to junior colleagues to improve completeness and professionalismSupport operational activities (e.g., account opening, follow-up customer application, etc.)Act as the person in charge to collaborate with marketing and technical teams on a derivatives promotion project
Aug 2021 - Jun 2022
Dealer
Perform accurate and efficient trade execution for 800+ active clientsReview clients' profiles and provide needs-based assessments to facilitate the KYC processCultivate and deepen relationships to understand clients' needs and integrate promotionsReach out to existing clients to grow business in cross-product tradingOffer clients advice and guidance on channel usage to enhance flexibilityApply risk management to client portfolios and trades to ensure compliance with processes and margin requirementsIdentify and report trades and activities related to AML/CTFConduct market commentary to provide market insightsProvide training to junior colleagues to improve completeness and professionalismSupport operational activities (e.g., account opening, follow-up customer application, etc.)Act as the person in charge to collaborate with marketing and technical teams on a derivatives promotion project
Aug 2019 - Aug 2021
Team & coworkers
Colleagues at RBC Direct Investing
Other employees you can reach at rbcdirectinvesting.com. View company contacts for 242 employees →
DD
Deven Dixit
Colleague at Rbc Direct InvestingBrampton, Ontario, Canada
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GC
Greta Chen
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
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K(
Kittiphon (Kit) Apahun
Colleague at Rbc Direct InvestingCanada
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U(
Uyen (Evelyne) Phan
Colleague at Rbc Direct InvestingCanada
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DT
Demetri Tzougrakis
Colleague at Rbc Direct InvestingLaval, Quebec, Canada
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AS
Azhar Soopee
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
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DZ
Devanshi Zaveri
Colleague at Rbc Direct InvestingNorth York, Ontario, Canada
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MG
Marlene G. Tchabi
Colleague at Rbc Direct InvestingMontreal, Quebec, Canada
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NN
Nabeel N
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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JA
Jerry Astbury
Colleague at Rbc Direct InvestingCanada
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Deven Dixit
Colleague at Rbc Direct InvestingBrampton, Ontario, Canada
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GC
Greta Chen
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
View →
K(
Kittiphon (Kit) Apahun
Colleague at Rbc Direct InvestingCanada
View →
U(
Uyen (Evelyne) Phan
Colleague at Rbc Direct InvestingCanada
View →
DT
Demetri Tzougrakis
Colleague at Rbc Direct InvestingLaval, Quebec, Canada
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AS
Azhar Soopee
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
View →
DZ
Devanshi Zaveri
Colleague at Rbc Direct InvestingNorth York, Ontario, Canada
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MG
Marlene G. Tchabi
Colleague at Rbc Direct InvestingMontreal, Quebec, Canada
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NN
Nabeel N
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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JA
Jerry Astbury
Colleague at Rbc Direct InvestingCanada
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1 education record
Felix Tsang education
FAQ
Frequently asked questions about Felix Tsang
Quick answers generated from the profile data available on this page.
What company does Felix Tsang work for?
Felix Tsang works for RBC Direct Investing.
What is Felix Tsang's role at RBC Direct Investing?
Felix Tsang is listed as Investment Services Representative at RBC Direct Investing.
Where is Felix Tsang based?
Felix Tsang is based in Toronto, Ontario, Canada while working with RBC Direct Investing.
What companies has Felix Tsang worked for?
Felix Tsang has worked for Rbc Direct Investing, Questrade Financial Group, Roctec Securities Company Limited, and Phillip Securities Group.
Who are Felix Tsang's colleagues at RBC Direct Investing?
Felix Tsang's colleagues at RBC Direct Investing include Deven Dixit, Greta Chen, Kittiphon (Kit) Apahun, Uyen (Evelyne) Phan, and Demetri Tzougrakis.
How can I contact Felix Tsang?
You can use AeroLeads to view verified contact signals for Felix Tsang at RBC Direct Investing, including work email, phone, and LinkedIn data when available.
What schools did Felix Tsang attend?
Felix Tsang holds Bachelor Of Business Administration - Bba, Financial Analysis from The Hang Seng University Of Hong Kong.
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