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 bilingual 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 accounts.
• Ensure documentation compliance with internal controls and regulations.
• Support wealth management processes and maintain audit activities.
• Process trades accurately and manage account documentation.

Candidate Requirements

• Bilingual in English and French, serving clients and partners across Canada.
• Strong skills in Microsoft Office Suite.
• High time management and organizational skills.
• Professional, warm client service skills.
• Exceptional verbal and written communication.

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 37.5 hours per week in Montreal, Quebec, Canada.
• Applications accepted until 2026-09-21 11:59 PM.
• Posted on 2026-08-24.
• Salaried position with world-class financial services training.