2026 Wealth Management, Summer Administrative Assistant (4-16 months)

RBC; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A major financial institution in Montreal is seeking summer interns for various Administrative Assistant roles within the Wealth Management team. Interns will gain hands-on experience supporting Advisors and assisting in client services. Successful candidates will be bilingual in English and French, possess strong Microsoft Office skills, and demonstrate exceptional client service skills. This role is ideal for those looking to combine their education with real-world experience in a dynamic environment.

Benefits

World-class training program in financial services

Supportive leadership and development opportunities

Dynamic and collaborative work environment

Qualifications

• Must be returning to school after the work term end-date or require the work term to graduate.
• Strong client service skills presented as professional, warm, and friendly.
• Knowledge of RBC Dominion Securities systems and procedures is an asset.

Responsibilities

• Coordinate and prepare meetings for Advisors.
• Provide proactive client service and problem resolution.
• Assist with client onboarding and maintenance of accounts.
• Ensure accurate updates of documentation.
• Support the advisor team in Wealth Management activities.
• Conduct research and provide project support.
• Answer inquiries regarding products and services.

Skills

English and French bilingualism

Strong Microsoft Office Suite skills

High level of time management and organization skills

Exceptional verbal and written communication skills

Demonstrated world-class client service skills

Education

Enrollment in a relevant education program

Canadian Securities Course (Nice to have)

Conduct and Practices Handbook Course (Nice to have)

Tools

Salesforce

Job description

Job Description

RBC Wealth Management is inviting applicants for administrative support positions across the following business areas: RBC Dominion Securities, RBC PH&N Investment Counsel, RBC Royal Trust, RBC Private Banking, RBC Wealth Management Financial Services, and RBC Global Asset Management.

What is the opportunity?

We are seeking summer interns for several Administrative Assistant roles in the Wealth Management team, including Private Client Associate, Branch Support Assistant, Operations Assistant, and Private Banking Associate. Interns will gain hands‑on experience while working alongside experienced professionals and assisting Investment Counsellors or Advisors to deliver exceptional client experiences.

What will you do?

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service focused on problem resolution and attention to detail, liaising with various departments as necessary.
• Assist with client onboarding and maintenance of existing client accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and regulatory requirements, maintaining complete and up‑to‑date client files within appropriate systems.
• Support the Advisor team and clients through the Wealth Management process, maintaining an audit of Wealth Management Activities and priorities.
• Stay current with all RBC policies and procedures.
• Provide support on assigned projects, conducting research and sharing information with the team.
• Answer basic inquiries and resolve 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, maintaining client cash flows and balances.

What do you need to succeed?

Must have

• English and French bilingualism (required).
• Strong Microsoft Office Suite skills.
• High level of time management and organization skills.
• Demonstrated world‑class client service skills presented as professional, warm, and friendly to 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

Eligibility requirements: you must either be returning to school after the work term end‑date, or if you are not returning to school (you 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 services.

Job Skills

Communication, computer literacy, detail‑oriented, interpersonal relationships, listening effectively, personal development, personal initiative.

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Student/Coop (Fixed Term)

Pay Type: Salaried

Posted Date: 2025-12-14

Application Deadline: 2026-01-19

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.

Join our Talent Community

Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.