2026 Family Office Services, Summer Student
8 hours ago
Job Description
What will you do?
- Oversee the efficiency of day-to-day operations
- Adhoc projects supporting Family Office Services business initiatives
- Financial Planning Tools Support – Assist the various RBC sales forces in using the corporate approved financial advice and planning tools to respond to client queries, uncover hidden assets, retain business, and develop referrals.
- Creation and maintenance of financial planning documents and tools.
- Conduct detailed testing of our primary financial planning software.
- Complete audit reviews as required by our internal procedures.
What do you need to succeed?
Must-have
- Strong working knowledge of Microsoft Office
- Effective written, verbal and electronic communication skills
- Self-motivated and able to work with minimal supervision
- Ability to work effectively with others and be perceived as a team player
- Good attention to detail
- Strong time management skills
Nice-to-have
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry is an asset
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?
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. At RBC, you will have opportunities to:
- Interact with leaders who support your development through coaching and managing
- Network and build lasting relationships with students from diverse backgrounds from across Canada
- Make a difference and lasting impact through meaningful work
- Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal InitiativeAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
Student/Coop (Fixed TermPay Type:
SalariedPosted Date:
Application Deadline:
Note: 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.
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