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2025 Wealth Management, Winter Co-op Intern (4 Months)

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RBC

Oct 5, 2024

Applications are closed

  • Internship
    Full-time
    Placement Program
  • Customer Relations
    Banking & Finance
  • Toronto

Requirements

  • What do you need to succeed?
  • Must-have
  • Studying towards University Degree
  • Advanced proficiency in MS Office (Excel, Word, PowerPoint)
  • Be able to work under high pressure
  • Nice-to-have
  • Current enrollment CSC / CPH/ CFA
  • 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

Responsibilities

  • Identify, investigate, and resolve all client inquiries, administrative errors, etc.
  • Be a key support to the administrative activities and responsibilities of the team
  • 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
  • Maintain records and files and attend client meetings as required.
  • Proactively assist with client management of appointments and scheduled meetings / calls
  • Stay current with all RBC Policies & Procedures
  • Assist other team members and continue to strengthen cross-business working relationships.

FAQs

What is the duration of the Wealth Management Winter Co-op Intern position?

The position is for a duration of 4 months.

What responsibilities will the intern have?

The intern will assist the Investment Counsellor and team members with daily portfolio maintenance, client inquiries, trade processing, account management, record-keeping, and client meeting attendance.

What qualifications are needed to apply for this position?

Candidates must be studying towards a University Degree and have advanced proficiency in MS Office, particularly Excel, Word, and PowerPoint.

Is enrollment in any specific courses or certifications a requirement?

Current enrollment in the CSC, CPH, or CFA programs is considered a nice-to-have but is not a requirement.

Are there any eligibility requirements for students applying for this position?

Yes, applicants must either be returning to school after the work term or require the work term as a mandatory component for graduation if they are graduating immediately.

What type of work environment is offered with this internship?

The work environment is collaborative and dynamic, with challenging assignments aimed at professional growth and skill development.

What type of employment is this position classified as?

This position is classified as a full-time student/coop (fixed term).

What is the pay type for this internship?

The pay type for this internship is salaried.

When is the application deadline for this position?

The application deadline is October 15, 2024.

How does RBC approach diversity and inclusion in the workplace?

RBC is committed to embracing diversity and inclusion for innovation and growth, building inclusive teams, and providing equal opportunities for all employees.

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RBC

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Finance
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Employees
1864
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Mission & Purpose

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.