Job Description
RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients with unmatched experience.
Your application will be reviewed for consideration across multiple roles within the following areas:
RBC Dominion Securities
RBC PH&N Investment Counsel
RBC Royal Trust
RBC Private Banking
RBC Wealth Management Financial Services
RBC Global Asset Management
What is the opportunity?
We are seeking winter co-ops across several Administrative Assistant roles to join the Wealth Management team (including but not limited to the following: Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced professionals. As part of a dynamic team, you will be responsible for assisting Investment Counsellors or Investment Advisors and other members of the team provide exceptional client experiences.
What will you do?
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.
- Assist the Advisor team with client onboarding and maintenance of existing client accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
- Stay current with all RBC Policies & Procedures
- Provide support on assigned projects, conducting research, and sharing information with the team.
- Answering basic inquiries and resolving routine problems regarding products and services via calls, email, or internet chat.
- Ensure trades are processed accurately and on a timely basis
- Manage all aspects of account opening and documentation and maintain client cash flows and balances
What do you need to succeed?
Must have
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- Strong Microsoft Office Suite skills
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
Nice to have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Knowledge of RBC Dominion Securities’ systems and procedures
- Familiarity with Salesforce.
- Interest in the Canadian investment landscape.
Please note:
To be eligible for these student positions, you must either:
- Be returning to school after the work term end-date; or
- If you are not returning to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component to graduate successfully
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Skills Required
- Bilingual English and French proficiency
- Strong Microsoft Office Suite skills
- Strong time management and organizational skills
- Demonstrated professional, warm, and friendly client service skills
- Exceptional verbal and written communication skills
- Must be returning to school after the work term or require the full work term as a mandatory graduation component
- Canadian Securities Course and Conduct and Practices Handbook Course
- Knowledge of RBC Dominion Securities systems and procedures
- Familiarity with Salesforce
- Interest in the Canadian investment landscape
RBC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RBC and has not been reviewed or approved by RBC.
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Healthcare Strength — Healthcare coverage is positioned as robust, including medical, dental, vision, life insurance, and disability coverage, with day-one eligibility in some U.S. roles. Mental-health support and virtual care offerings are also emphasized as meaningful parts of the package.
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Retirement Support — Retirement and savings support is described as a structured part of total rewards, including 401(k) matching in the U.S. and enhanced defined-contribution pension contributions in Canada. Additional savings vehicles and employer contributions are presented as adding material value beyond base salary.
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Parental & Family Support — Family-oriented benefits are highlighted through paid parental/caregiver leave in certain U.S. roles and expanded support for fertility, surrogacy, and adoption in Canada. Backup care and related family supports are also presented as strengthening overall benefits attractiveness.
RBC Insights
What We Do
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.
