Supports wealth management advisors by coordinating client meetings, providing client service, assisting with onboarding and account maintenance, maintaining compliant documentation and records, processing trades, managing account cash flows, answering routine inquiries, and supporting research and team projects. The role requires strong organization, communication, attention to detail, Microsoft Office proficiency, and eligibility for a student co-op work term.

Supports RBC Insurance sales and claims teams through customer research, correspondence, advisor calls, report and illustration preparation, caseload updates, offset follow-up, process documentation, newsletters, and sales-related analysis. The co-op develops insurance product and business-process expertise while contributing to supervised projects and completing timely, accurate administrative and analytical tasks.