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2026 Wealth Management, Summer Administrative Assistant (4-16 months)
2026 Wealth Management, Summer Administrative Assistant (4-16 months)RBC Dominion Securities • Vernon, Regional District of North Okanagan, CA
2026 Wealth Management, Summer Administrative Assistant (4-16 months)

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

RBC Dominion Securities • Vernon, Regional District of North Okanagan, CA
18 days ago
Job type
  • Full-time
  • Temporary
Job description

Job Description

Our 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.
  • 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 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?

  • 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.

    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

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    Administrative Assistant • Vernon, Regional District of North Okanagan, CA

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