Charles Peng
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Charles Peng Email & Phone Number

Direct Investing Representative in RBC at RBC
Location: Canada 2 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
RBC
Role
Direct Investing Representative in RBC
Location
Canada
Company size

Who is Charles Peng? Overview

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Quick answer

Charles Peng is listed as Direct Investing Representative in RBC at RBC, a with 79151 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Charles Peng.

Charles Peng previously worked as Direct investing representative at Rbc and Customer Service Representative at Cibc. Charles Peng holds Honours Bachelor Of Business Management, Level 3, Accounting And Business/Management from University Of Toronto Scarborough.

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RBC

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Profile bio

About Charles Peng

I have been addressing my future career by taking various business-related courses about different financial fields at the University of Toronto Scarborough and finding my passion is being a part of advisory roles, and passion led me to finish my degree in business accounting. Besides, my fast learning skills, outstanding ability to observe all the details and proactive personality are the highlights of my attributes.I am proficient in speaking English, Cantonese, and Mandarin as one of my competencies. In previous years at the University of Toronto Scarborough as an accounting specialist student, I have studied financial statement analyzing, accounting budgeting, and most CPA examination prerequisite courses. Specifically, that includes capstone advanced accounting case analysis, corporate governance & strategy, management control system, advanced Canada Income taxation, and also the prerequisites of the accounting course. Due to my pro-active and learn-hungry personality and my work performance, I earned the funded opportunity to get my CSC completed.As now, I work currently in CIBC as a CSR to open up my view and understand how the financial world operates to put everything into practice. More specifically, I enjoy that I can utilize my knowledge and expertise to provide advice to clients that accommodate their needs and suits them best. In my current workplace, I have been nominated for the ‘Moment maker campaign” in the third quarter of the year 2022, as being one of the most responsible and efficient tellers at work as well as applying my organizational skills and multi-tasking skills. Additionally, I have also been promoted to acting head teller whereas the head teller is away. Moreover, I have been trained to be a detail-oriented employee who is good at investigating errors that other customer service representatives made in electronic journals when the systems are not balancing.I currently looking for financial advisor roles in the banking industry, and I would look forward to more discussions regarding what kind of person I am in depth.

Current workplace

Charles Peng's current company

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RBC
Rbc
Direct Investing Representative in RBC
toronto, ontario, canada
Website
Employees
79151
AeroLeads page
2 roles

Charles Peng work experience

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Direct Investing Representative

Current
Rbc
Sep 2023 - Present

Customer Service Representative

Current

Whitchurch-Stouffville, Ontario, Canada

- Nominated for ‘Moment maker campaign” in the third quarter of the year 2022, as being one of the most responsible and efficient tellers at work.- Learned organizational skills and multi-tasking skills by prioritizing and executing tasks in a highly customer-intensive workplace performing customer services.- Assigned as a custodian who gained the access to the back vault, opening and closing the branch, and acting head teller in 4 month-time, as being acknowledged as one of the most reliable, supportive, and trustworthy tellers.- Trained to be a detail-oriented employee who is good at finding errors that other customer service representatives made in electronic journals whenever systems are not balancing.- Being one of the top-tier tellers in terms of efficiency in executing client’s requests as many as over 150 transactions processed per day.- Developed problem-solving skills and consulting ability tailored toward client’s needs to sell through pro-actively client engagement.

Apr 2022 - Present
Team & coworkers

Colleagues at RBC

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1 education record

Charles Peng education

FAQ

Frequently asked questions about Charles Peng

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What company does Charles Peng work for?

Charles Peng works for RBC.

What is Charles Peng's role at RBC?

Charles Peng is listed as Direct Investing Representative in RBC at RBC.

Where is Charles Peng based?

Charles Peng is based in Canada while working with RBC.

What companies has Charles Peng worked for?

Charles Peng has worked for Rbc and Cibc.

Who are Charles Peng's colleagues at RBC?

Charles Peng's colleagues at RBC include Niels Lefebvre, Anushya Priyadharshini C, Gary Cross, Mohammad A. Haque, and Jim Jauch.

How can I contact Charles Peng?

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What schools did Charles Peng attend?

Charles Peng holds Honours Bachelor Of Business Management, Level 3, Accounting And Business/Management from University Of Toronto Scarborough.

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