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

RBC Dominion Securities; Salmon Arm; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution is seeking summer interns for various Administrative Assistant roles within its Wealth Management team. Interns will gain hands-on experience and assist Investment Counsellors, performing tasks like client onboarding and maintaining accurate documentation. Strong Microsoft Office skills, exceptional communication, and organizational abilities are essential, while familiarity with Salesforce is a plus. Join a dynamic team dedicated to providing excellent client service and professional development opportunities.

Benefits

World-class training program

Dynamic, collaborative team environment

Supportive leadership and coaching

Qualifications

• Demonstrated ability to provide professional, warm, and friendly client service.
• Exceptional verbal and written communication skills are essential.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution.
• Assist the Advisor team with client onboarding and account maintenance.
• Ensure accurate updates of all necessary documentation.
• Support Advisor team and maintain audit of Wealth Management Activities.

Skills

Strong Microsoft Office Suite skills

High level of time management and organization skills

Exceptional verbal and written communication skills

Demonstrated skills in providing world-class client service

Tools

Salesforce

Job description

Job Description

Your application will be considered for roles across these business areas within RBC Wealth Management: RBC Dominion Securities, RBC PH&N Investment Counsel, RBC Royal Trust, RBC Private Banking, RBC Wealth Management Financial Services, RBC Global Asset Management.

What is the opportunity?

We are seeking summer interns across several Administrative Assistant roles to join the Wealth Management team (including but not limited to the following: Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students the opportunity to gain in-depth, hands‑on experience while working and learning alongside our experienced professionals. As part of a dynamic team, you will be responsible for assisting Investment Counsellors or Investment Advisors and other members of the team to provide exceptional client experiences.

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

• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world‑class client service that will come across as professional, 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

In order to be eligible for these student positions, you must either:

• Be returning back to school after the work term end‑date; or
• If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order 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: WATERFRONT CENTRE, 200 BURRARD ST: VANCOUVER
City: Vancouver
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: 2025-12-13
Application Deadline: 2026-01-19
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.

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