RB
Royal Bank of CanadaTorontoInternship
2026 Wealth Management, Fall Advisor Channel Sales Co-op (8 month)
Join RBC Global Asset Management's Sales Technology & Analytics team as a Wealth Management Advisor Channel Sales Co-op. Support sales data management, advisor prospecting, CRM reporting, event support, and AI integration in an 8-month internship in Toronto.
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Key Responsibilities
- Categorize daily sales transactions and assign rep codes to investment advisors.
- Complete monthly metrics reporting on data categorization progress.
- Use Excel and SQL to find and communicate new advisors to the national sales team.
- Run and format standard and ad hoc CRM reports to support sales operations.
- Lead data hygiene efforts in the CRM system to ensure data accuracy.
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Additional Responsibilities
- Track success of sales initiatives using Excel reports analyzing progress and benefits.
- Leverage RBC’s internal AI tools to enhance reporting efficiency and automate workflows.
- Design and build AI agents using RBC’s AI platform to streamline sales processes.
- Participate in software integration and process improvement projects.
- Complete administrative tasks as required.
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Required Qualifications
- Advanced Microsoft Excel skills including pivot tables, formulas, macros, and data visualization.
- Proficiency with Microsoft Office Suite and ability to learn Salesforce, Tableau, SharePoint.
- Knowledge of generative AI tools for prompt engineering and report generation.
- Basic understanding of Canadian securities industry and regulatory environment.
- Interest in investment management and familiarity with mutual fund types (asset not required).
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Program Details
- Duration: 8 months (Fall co-op)
- Work hours: 37.5 hours per week
- Location: Toronto, Canada
- Employment type: Full-time student co-op (fixed term)
- Salary range: $40,000 - $60,000