Job Summary
RBC Wealth Management is a part of Royal Bank of Canada ("RBC"), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.Job Description
Your application will be considered for roles across these business areas within RBC Wealth Management:
RBC Wealth Management Financial Services
What is the opportunity?
We are seeking a finance analyst to join the Wealth Management. Success in this role will require a highly organized, detail-oriented (accurate and thorough), excellent communicator who can effectively collaborate cross-teams, who is solutions-oriented and who thrives in a dynamic and changing 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 day-to-day 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 ad-hoc 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 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.
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
A world-class training program in financial service
Job Skills
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal InitiativeAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
Student/Coop (Fixed Term)Pay Type:
SalariedPosted Date:
2024-12-13Application Deadline:
2025-01-17Note: 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 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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