Wealth Management Administrative Specialist

RBC Dominion Securities; Barrie; On-site; CAD 38,000 - 48,000; Full time

Job summary

RBC Dominion Securities is offering winter co-op opportunities within the Wealth Management team. You will assist Investment Counsellors and Advisors, coordinate meetings, handle client onboarding, and maintain files with attention to regulatory compliance.

This role provides exposure to a leading financial services environment and mentorship from experienced professionals. Ideal candidates will bring strong MS Office skills, excellent communication, and a client-focused mindset.

Qualifications

• Proficiency in Microsoft Office Suite.
• Strong time management and organizational skills.
• Demonstrated ability to deliver world-class client service.
• Excellent verbal and written communication skills.

Responsibilities

• Coordinate and prep meetings for Advisors with clients and prospects.
• Provide proactive client service and liaise with departments for execution.
• Assist onboarding and maintenance of client accounts.
• Ensure documentation is updated and compliant in systems.

Skills

Microsoft Office

Time management

Client service

Verbal & written comms

Job description

RBC Dominion Securities is offering winter co-op opportunities within the Wealth Management team. You will assist Investment Counsellors and Advisors, coordinate meetings, handle client onboarding, and maintain files with attention to regulatory compliance.

This role provides exposure to a leading financial services environment and mentorship from experienced professionals. Ideal candidates will bring strong MS Office skills, excellent communication, and a client-focused mindset.