2024 Wealth Management, Summer Private Client

2 weeks ago

Winnipeg, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. Participates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments

**What will you do?**
- Performing research and providing answers for customer generated inquiries.
- Contributing to defined projects or tasks under direct supervision.
- Documenting processes or upgrading existing procedure manuals.
- Developing product or service knowledge and competence in tools and business processes used in the department.
- 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.

**What do you need to succeed?**

**Must-have**
- Experience in an Administrative role in the Investment Industry
- Advanced proficiency in MS Office (Excel, Word, PowerPoint)
- Be able to work under high pressure
- Strong communication skills, both verbal and written

**Nice-to-have**
- Business writing skills
- CSC / CPH / CIM / CFP designation(s)

**What’s in it for you?**

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression

**Please note**:This posting is for a 4 month student placement with a start date of May 2024, and end date in August 2024. In order to be eligible for this 4-month student position, you must either: be returning back to school after the work term end-date of August 2024 ; or if you are not returning back to school (i.e. are graduating in August 2024), you must require the full 4-month work term as a mandatory component to in order to graduate successfully.

**Job Skills**

**Additional Job Details**

**Address**:
220 PORTAGE AVE:WINNIPEG

**City**:
WINNIPEG

**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**:
2024-01-22

**Application Deadline**:
2024-02-11

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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