Job Description What is the opportunity? The purpose of this role is to provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams. What will you do? Assists with upholding the advisory team's business plan, client service plan and review schedule Update client info in the team's contact management system. Maintain a record of client details, interactions, meeting notes and identified opportunities for follow up Coordinate meetings and events for Advisors with clients and prospects - help establish meeting agenda; assemble documents, key notes and discussion points for advisory team; execute post meeting work or ensure it is delegated to the appropriate person Participate in client meetings as directed by the advisory team Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary Assist the Advisory team with client onboarding What do you need to succeed? Must haves: 2+ years of relevant administrative experience Financial industry experience and knowledge of financial products Proficiency in Microsoft Office Suite Nice-to-have: Successful completion of the Canadian Securities course Proficiency in Salesforce and other firm technology 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. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business. Job Skills Additional Job Details Address: 95 KING ST S:WATERLOO City: Waterloo Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-08-01 Application Deadline: 2025-08-15 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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 84,000+ employees who 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 more than 16 million clients in Canada, the U.S. and 34 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.
