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

RBC Dominion Securities; Salmon Arm; On-site; CAD 35,000 - 45,000; Full time

Job summary

RBC Dominion Securities in Vancouver, Canada, seeks winter co-ops for Administrative Assistant roles within the Wealth Management team. You will assist Investment Counsellors and Advisors, coordinating meetings, onboarding clients, and maintaining accurate documentation to comply with RBC policies.

You will work with a dynamic, collaborative team and gain hands-on experience in a premier financial services environment, with opportunities to learn about client service and regulatory requirements.

Qualifications

• 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.

Responsibilities

• Coordinate and prepare meetings for Advisors with 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

Skills

MS Office

Time management

Client service

Communication

Tools

Salesforce

Job description

Job Description

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.

Your application will be reviewed for consideration across multiple roles within the following areas:

• 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 winter co-ops 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 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

• Be returning to school after the work term end-date; or
• If you are not returning to school (i.e. 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?

• 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

2026-08-24

Application Deadline

2026-09-21

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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