2025 Wealth Management, Fall Finance Analyst (4-16 months)
2025 Wealth Management, Fall Finance Analyst (4-16 months)
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Job Description
Job Summary
Job Description
Your application will be reviewed for consideration across multiple roles within the following areas:
RBC Wealth Management Financial Services
What is the opportunity
We are seeking a finance analyst to join the Wealth Management team. Success in this role will require someone who is highly organized and detailoriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills ability to collaborate across teams particularly in a fastpaced dynamic environment.
What will you do
Develop and test investment models to assist new investment solutions development process
Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
Assist with daytoday oversight of the business and product management of the Portfolio Solutions across all distribution channels create and circulate product related insights competitive intelligence market updates and additional value adding materials
Participate in the investment policy statement development process for funds and segregated accounts
Performing research and providing answers for customer generated inquiries.
Documenting processes or upgrading existing procedure manuals.
Support product initiatives by preparing adhoc reports and assisting in related projects
Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
Understands and follows the established processes policies and procedures for tax preparation and other accounts ensuring efficient effective and seamless administration and quality client service is achieved
Monitor team mailbox respond to inquiries and report user statistics
Compile data for monthly reports and other regular reporting as required
What do you need to succeed
Must have:
Excellent analytical and critical thinking skills with high attention to detail.
Good knowledge of regional and local financial markets economic disciplines and regulation
Displays strong competencies in relationship management collaboration and time management
Excellent written and oral communication skills
Able to adapt to dynamic situations and can impact and influence outcomes
Good understanding of the economy and capital markets
An interest in investment management and desire to learn more about the industry
Assist in analysis and preparation of client reporting/monitoring and other deliverables.
Work with our CRM to capture key business development activities.
Research create and maintain presentation materials (charts slides data analysis etc.).
Tax software skills (Taxprep would be an asset)
Nice to have:
Experience leading small projects or small/medium enhancements.
Has successfully managed multiple small projects or initiatives simultaneously.
Some experience working on projects with information technology components.
Ability to collaborate with multiple stakeholders
Passion and enthusiasm for learning about the inner workings of the economy and markets
Strong writing skills and the ability to capture meeting notes and key takeaways for distribution to the team.
Please note:
In order tobe eligible for these student positions you must either:
Bereturning backto school after the work term enddate; or
If you are not returning back to school ( graduating immediately after the work term) you must require the full work term as a mandatory component in order to graduate successfully
Whats 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.
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 highperforming team
A worldclass training program in financial service
Job Skills
Additional Job Details
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Posted 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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Required Experience:
IC
Employment Type
Full-Time
