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 May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Services Representative
Location
Toronto, Ontario, Canada
Company size
Who is Felix Tsang? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Felix Tsang is listed as Investment Services Representative at RBC Direct Investing, a company 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'.
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.
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.
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
Damilola Daramola
Colleague at Rbc Direct Investing
Canada, Canada
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AO
Anna Oganova
Colleague at Rbc Direct Investing
North York, Ontario, Canada, Canada
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ZT
Zeel Thakkar
Colleague at Rbc Direct Investing
Kitchener, Ontario, Canada, Canada
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SJ
Stacy Johnson
Colleague at Rbc Direct Investing
Canada, Canada
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MC
Manoj Choudhary
Colleague at Rbc Direct Investing
London, Ontario, Canada, Canada
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CM
Chandni Mamrawala
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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JH
Jiahao Hu
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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AG
Aida Guibene
Colleague at Rbc Direct Investing
Canada, Canada
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YL
Yanly Lai
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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AR
Anusha Rajesh Prasad
Colleague at Rbc Direct Investing
Paris, Ontario, Canada, Canada
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Damilola Daramola
Colleague at Rbc Direct Investing
Canada, Canada
View →
AO
Anna Oganova
Colleague at Rbc Direct Investing
North York, Ontario, Canada, Canada
View →
ZT
Zeel Thakkar
Colleague at Rbc Direct Investing
Kitchener, Ontario, Canada, Canada
View →
SJ
Stacy Johnson
Colleague at Rbc Direct Investing
Canada, Canada
View →
MC
Manoj Choudhary
Colleague at Rbc Direct Investing
London, Ontario, Canada, Canada
View →
CM
Chandni Mamrawala
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
View →
JH
Jiahao Hu
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
View →
AG
Aida Guibene
Colleague at Rbc Direct Investing
Canada, Canada
View →
YL
Yanly Lai
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
View →
AR
Anusha Rajesh Prasad
Colleague at Rbc Direct Investing
Paris, Ontario, Canada, Canada
View →
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 Damilola Daramola, Anna Oganova, Zeel Thakkar, Stacy Johnson, and Manoj Choudhary.
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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