Wealth Management Co-op Intern

Responsibilities

• Support the Investment Counsellor with daily portfolio maintenance and administrative activities
• Identify, investigate, and resolve client inquiries and administrative errors
• Ensure trades are processed accurately and on a timely basis
• Manage account opening documentation and maintain client cash flows and balances
• Maintain records and files and attend client meetings as required
• Proactively assist with the management of client appointments and scheduled calls
• Stay current with all RBC Policies & Procedures

Requirements

• Currently studying towards a University Degree
• Advanced proficiency in MS Office (Excel, Word, PowerPoint)
• Ability to work effectively under high pressure
• Must be returning to school after the work term or require the term as a mandatory component for graduation

Preferred Qualifications

• Current enrollment in CSC, CPH, or CFA programs

Benefits

• Challenging work with a variety of assignments
• Exposure to a prestigious global financial brand
• Management that supports professional work and progression

About the Company

RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada’s biggest bank, we focus on innovation and providing exceptional experiences to more than 16 million clients across Canada, the U.S., and 34 other countries.