18 Sep
|
Oxford Learning Centres
|
London
18 Sep
Oxford Learning Centres
London
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:
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
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as skilled, 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:
- 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
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Student/Coop (Fixed Term)
Posted Date:
2026-08-24
Application Deadline:
2026-09-21
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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