Private Client Associate Intern

Responsibilities

• Coordinate and prepare meetings for Advisors with clients and prospects
• Provide proactive client service focusing on problem resolution and attention to detail
• Respond to client inquiries regarding account transactions, tax receipts, and reporting
• Assist the Advisor team with client onboarding and maintenance of existing accounts
• Ensure accurate and timely updates of documentation in compliance with regulatory requirements
• Support the Advisor team through the Wealth Management process and maintain activity audits
• Conduct research and provide support on assigned projects

Requirements

• Must be a student returning to school after the work term or requiring the term to graduate
• Strong proficiency in Microsoft Office Suite
• High level of time management and organizational skills
• Demonstrated ability to provide professional, warm, and friendly client service
• Exceptional verbal and written communication skills

Preferred Qualifications

• Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Previous experience in the securities industry

Benefits

• Access to leaders who support development through coaching and management
• Opportunity to make a lasting impact within a high-performing team
• Exposure to a world-class training program in financial services
• Work in a dynamic, collaborative, and progressive environment

About the Company

Royal Bank of Canada (RBC) is a global financial institution dedicated to helping clients thrive and communities prosper. As Canada’s largest bank, RBC operates with a diversified business model focused on innovation and exceptional client experiences across more than 34 countries.