Investment Representative
CurrentProactively 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.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 all within regulatory requirements and guidelines.Understand 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.