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2024 Wealth Management Fall Analyst (4 months)

RBC Capital

RBC Capital

IT, Accounting & Finance
Toronto, ON, Canada
Posted on Monday, June 10, 2024

Job Summary

The Fall Student will be part of the Estate and Trust Advisory team which provides advisory services pertaining to estates, trusts, and unique assets. As part of this team, they will support the Private Company Advisory team as well as the Wills and Trusts Resource Group.

Job Description

What will you do?

The roles and responsibilities will vary depending on the team you are assigned to but could include:

  • Assist in the design, creation, and implementation of a reference resource for staff in order to create standardization and consistency;
  • Consolidate national private company data from multiple sources and assist in streamlining the annual review process.
  • Ensure that all required documents pertaining to private companies have been received and that corporation information profiles are up to date

What do you need to succeed?


  • Working towards a Bachelor or Masters degree in Finance, Business Administration, Economics, CFA, or other related field
  • Strong personal skills and the ability to work effectively independently and within a team environment
  • Professional written and verbal communication skills
  • Good analytical, communication and problem solving skills
  • Highly organized with good attention to detail and very high level of accuracy
  • Ability to prioritize, handle multiple tasks under pressure and meet time-sensitive deadlines
  • Ability to think critically and “outside the box”


  • Knowledge and an understanding of financial statement analysis
  • Proficient in the full suite of Microsoft Products, including Excel (including using Excel as a tool for financial analysis) Word, PowerPoint, Access

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, Taking Initiative

Additional Job Details







Work hours/week:


Employment Type:

Full time


Wealth Management

Job Type:

Student/Coop (Fixed Term)

Pay Type:


Posted Date:


Application Deadline:


Inclusion 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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