2025 Wealth Management, Summer Administrative Assistant (4-16 months)

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 considered for roles across these business areas within RBC Wealth Management:

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?

RBC Wealth Management provides Summer Students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced professionals. Administrative Assistants help Advisor teams 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 details. Liaise with various departments for execution, where necessary.

• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

• 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.

• Provide support on assigned projects, conducting research, and sharing information with the team.

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

• Experience in the securities industry is an asset

Please note:

In order to be eligible for these student positions, you must either:

• Be returning back to school after the work term end-date; or

• If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order 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

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMONTRÉALCanada37.5Full timeWEALTH MANAGEMENTStudent/Coop (Fixed Term)Salaried2024-12-122025-01-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment