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 an 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?
Join RBC Wealth Management and support domestic and international tax compliance and analysis. As a Tax Administrator, you will be accountable for consistently preparing high quality tax returns, demonstrate attention to detail and ensure that key filing deadlines are met. Teamwork, collaboration, and developing inter-personal relationships are important skills for success. Ideal candidates are proficient in Microsoft Excel, team-oriented, and currently pursuing post-secondary education in accounting or finance.
What will you do?
- Assist and prepare income tax returns (T3 trust returns, T1 personal returns, estate returns (T1D & Estate T3))
- Conduct financial analysis related to domestic mutual funds and partnerships
- Provide general administrative support, including organizing and tracking investment products tax data
- Assist in preparing documentation, gathering and organizing relevant financial data, and responding to information requests to support tax audits
- Support in researching and analyzing Canadian and International tax regulations to ensure compliance with all taxation regulations
- Assist in the preparation and compliance of FATCA/CRS forms
- Collaborate effectively as a team player in an engaging work environment
- Ensure client expectations are met by respecting key deliverables.
- Respond to calls and correspondence from external parties in a prompt and professional manner.
- Use effective written, verbal and electronic communication to foster solid working relationships with other team members and to develop and maintain strong relationships with RBC partners.
What do you need to succeed?
Must have:
- Working towards a Bachelor of Accounting, Finance, or Business Administration field
- Strong proficiency in Microsoft Excel, including the ability to manipulate, organize, and retrieve data using formulas and logic functions
- Strong personal skills and the ability to work effectively independently and within a team environment
- Exceptional written/verbal communication, presentation, and interpersonal skills
- Highly organized with good attention to detail and very high level of accuracy
Nice to have:
- Previous experience working with a Financial Institution or Accounting firms
- Good working knowledge of taxation requirements for estate and trust products
- Goal to pursue CPA designation
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
- Working toward a bachelor's degree in accounting, finance, or business administration
- Strong proficiency in Microsoft Excel, including formulas and logic functions for manipulating, organizing, and retrieving data
- Ability to work effectively independently and within a team environment
- Exceptional written, verbal, presentation, and interpersonal communication skills
- Highly organized with strong attention to detail and a high level of accuracy
- Must be returning to school after the work term or require the full work term as a mandatory graduation component
- Previous experience with a financial institution or accounting firm
- Working knowledge of taxation requirements for estate and trust products
- Goal to pursue a CPA designation
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.
