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Job Description
Your application will be reviewed for consideration across multiple roles within the following areas:
RBC Wealth Management Financial Services
What is the opportunity
RBC Wealth Management provides students the opportunity to gain indepth handson 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 detail. 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 uptodate 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 worldclass 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 tobe eligible for these student positions you must either:
Bereturning backto school after the work term enddate; or
If you are not returning back to school ( graduating immediately after the work term) you must require the full work term as a mandatory component in order to graduate successfully
Whats 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 highperforming team
A worldclass 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
Inclusion and Equal Opportunity Employment
At 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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Full-Time