2027 Wealth Management, Winter Administrative Assistant (4-16 months)

About the role

Join RBC Wealth Management as a Winter Administrative Assistant for 4-16 months, supporting advisors and clients with administrative and client service tasks in a dynamic team environment.

Role Responsibilities

• Coordinate and prepare meetings for advisors with clients and prospects.
• Provide proactive client service focusing on problem resolution and detail.
• Assist with client onboarding and maintenance of existing accounts.
• Ensure accurate documentation updates complying with internal and regulatory standards.
• Support wealth management processes and maintain audit activities.
• Process trades accurately and manage account documentation and cash flows.

Candidate Requirements

• Strong skills in Microsoft Office Suite.
• High level of time management and organizational skills.
• Professional, warm, and friendly client service skills.
• Exceptional verbal and written communication abilities.

Preferred Qualifications

• 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.

Program Details

• Full-time student/co-op fixed term position.
• Work hours: 37.5 hours per week.
• Locations include Vancouver, Vernon, and Salmon Arm, British Columbia.
• Posted date: 2026-08-24; Application deadline: 2026-09-21.

Additional Information

• Must be returning to school after the work term or require the work term to graduate.
• Work alongside experienced professionals in a collaborative, high-performing team.
• Receive world-class training in financial services and leadership support.
• Opportunity to make a lasting impact and develop professionally.