About the role#
This is a four-month paid summer co-op position within the Wealth Management division at RBC Phillips, Hager & North Investment Counsel Inc. The role provides exposure to portfolio maintenance and administration for high net worth clients.
What you'll do#
- Assist the Investment Counsellor with daily portfolio maintenance and administrative tasks.
- Identify, investigate, and resolve client inquiries and administrative issues.
- Ensure all trades are processed with accuracy and on a timely basis.
- Manage the account opening process and maintain necessary documentation.
- Maintain client records and files.
- Proactively assist with the management of client appointments and meetings.
- Attend client meetings as required and support cross-business working relationships.
What you'll need#
- Current enrollment in a university degree program, with a focus on Finance, Business Administration, or Economics.
- Advanced proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint.
- Ability to perform effectively under high-pressure environments.
- Current enrollment in or completion of CSC or CPH/CFA courses is considered an asset.
- Eligibility to return to school after the work term or a requirement for this work term to graduate.
Location & details#
- Location: Toronto, Ontario, Canada.
- Work Modality: On-site.
- Employment Type: Full-time, 37.5 hours per week.
- Term: Summer 2026.
How to get in at RBC
Intern Insider's per-company playbook.
Securing an internship at RBC requires speed and preparation. Because the bank receives a high volume of applications, timing is critical. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first. Early applicants get seen before the pile grows, which helps you avoid getting lost in the system. Beyond speed, you should focus on networking with the right people. Intern Insider surfaces the recruiters behind the company's roles so you can reach out directly to ask about the role or a referral. This direct approach materially improves response rates compared to submitting a cold application.
