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Simon Yip 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 Simon Yip? Overview
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Quick answer
Simon Yip is listed as Investment Services Representative at RBC Direct Investing, a company with 421 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Simon Yip.
Simon Yip previously worked as Customer Service Representative at Rbc Direct Investing and Information Technology Business Analyst at Manulife. Simon Yip holds Bachelor Of Arts - Ba, Chinese And History from City 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 Simon Yip
I am a detail-oriented IT Business Analyst with over 2 years of experience in analyzing business processes, identifying areas of improvement, and implementing technology solutions to enhance business operations.
Current workplace
Simon Yip's current company
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Rbc Direct Investing
6 roles
Simon Yip work experience
A career timeline built from the work history available for this profile.
Customer Service Representative
Current
Oct 2023 - Present
Information Technology Business Analyst
- Collaborated in the rework of an in-house customer relationship management system, resulting in an 20% increase in system efficiency and user satisfaction.
- Elicited, validated and confirmed the business requirements with end users using the agile methodology, leading to a 40% decrease in requirement changes
- Worked alongside with development team to design and document data flows to Salesforce CRM platform to meet business requirements
- Collaborated with the product owner and Scrum Master to translate business objectives into 50+ Epics, Features, and User Stories
- Bridged communication between 8+ business units and offshore development team, enabling the smooth implementation and rollout of project deliverables
- Prepared, maintained and updated procedures and documents, consists of the technical specifications, guidelines, workflow diagram and user manual in JIRA, Confluence
Dec 2021 - Aug 2022
Global Technology And Operations Trainee
- Act as Business Analyst in development team to improving processes, products and software
- Collaborated with over 10 internal stakeholders and 2 technology teams to define user requirements and functional specifications, enhancing project delivery by 15%
- Understand business workflow to consolidate business requirements and prioritize against planned resources
- Participate in system implementation, evaluate post-implementation results for system adjustment and operation adaptation
- Retrieved and analyzed over 3000 rows of data from the database using SQL, leading to improved operational insights
- Produce and maintain documents, consists of the technical specifications, guidelines, workflow diagram and user manual in JIRA, Confluence
Nov 2020 - Dec 2021
Credit Analyst
- Performed credit analysis and risk assessment on commercial and retail credit applications
- Provided recommendation and approve credit applications for customers within delegated lending authority
- Supported frontline on submission of financial statements to carry out credit business in compliance with the Bank's credit policies and guidelines
Sep 2020 - Oct 2020
Jun 2019 - Aug 2019
Team & coworkers
Colleagues at RBC Direct Investing
Other employees you can reach at rbcdirectinvesting.com. View company contacts for 421 employees →
DD
Doug Deston
Colleague at Rbc Direct Investing
Waubaushene, Ontario, Canada, Canada
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TT
Timothy Tsao
Colleague at Rbc Direct Investing
Vaughan, Ontario, Canada, Canada
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RD
Ryan Duggan
Colleague at Rbc Direct Investing
Calgary, Alberta, Canada, Canada
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JC
John Cheuk, Cfa, Frm
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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Y(
Yonghan (Hank) Xu
Colleague at Rbc Direct Investing
Greater Toronto Area, Canada, Canada
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OY
On Yu I.
Colleague at Rbc Direct Investing
Hong Kong SAR, Hong Kong
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JW
Joshua Wong
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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TA
Tasneem Ayub
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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AR
Attila Roman
Colleague at Rbc Direct Investing
Canada, Canada
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HA
Hassaan Ali
Colleague at Rbc Direct Investing
Mississauga, Ontario, Canada, Canada
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Doug Deston
Colleague at Rbc Direct Investing
Waubaushene, Ontario, Canada, Canada
View →
TT
Timothy Tsao
Colleague at Rbc Direct Investing
Vaughan, Ontario, Canada, Canada
View →
RD
Ryan Duggan
Colleague at Rbc Direct Investing
Calgary, Alberta, Canada, Canada
View →
JC
John Cheuk, Cfa, Frm
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
View →
Y(
Yonghan (Hank) Xu
Colleague at Rbc Direct Investing
Greater Toronto Area, Canada, Canada
View →
OY
On Yu I.
Colleague at Rbc Direct Investing
Hong Kong SAR, Hong Kong
View →
JW
Joshua Wong
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
View →
TA
Tasneem Ayub
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
View →
AR
Attila Roman
Colleague at Rbc Direct Investing
Canada, Canada
View →
HA
Hassaan Ali
Colleague at Rbc Direct Investing
Mississauga, Ontario, Canada, Canada
View →
1 education record
Simon Yip education
FAQ
Frequently asked questions about Simon Yip
Quick answers generated from the profile data available on this page.
What company does Simon Yip work for?
Simon Yip works for RBC Direct Investing.
What is Simon Yip's role at RBC Direct Investing?
Simon Yip is listed as Investment Services Representative at RBC Direct Investing.
Where is Simon Yip based?
Simon Yip is based in Toronto, Ontario, Canada while working with RBC Direct Investing.
What companies has Simon Yip worked for?
Simon Yip has worked for Rbc Direct Investing, Manulife, Haitong International Securities Group Limited, Public Bank (Hong Kong) Limited, and Denso (China) Investment Co., Ltd..
Who are Simon Yip's colleagues at RBC Direct Investing?
Simon Yip's colleagues at RBC Direct Investing include Doug Deston, Timothy Tsao, Ryan Duggan, John Cheuk, Cfa, Frm, and Yonghan (Hank) Xu.
How can I contact Simon Yip?
You can use AeroLeads to view verified contact signals for Simon Yip at RBC Direct Investing, including work email, phone, and LinkedIn data when available.
What schools did Simon Yip attend?
Simon Yip holds Bachelor Of Arts - Ba, Chinese And History from City University Of Hong Kong.
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