2026 Wealth Management, Fall Finance Analyst (4-16 months)

RBC•Vancouver, BC

11d

About The Position

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. Your application will be considered for roles across these business areas within RBC Wealth Management: RBC Dominion Securities RBC PH&N Investment Counsel RBC Royal Trust RBC Private Banking RBC Wealth Management Financial Services RBC Global Asset Management What is the opportunity? We are seeking fall co-ops across several Finance Analysts roles to join the Wealth Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst, etc.). Success in this role will require someone who is highly organized and detail-oriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills, ability to collaborate across teams, particularly in a fast-paced, dynamic environment. The student will have the opportunity to gain insight into how investment decisions are made, and client relationships are managed within Wealth Management.

Requirements

Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel).
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
Good understanding of the economy and capital markets
An interest in investment management and desire to learn more about the industry
Tax software skills (Taxprep would be an asset)

Nice To Haves

Experience leading small projects or small/medium enhancements.
Has successfully managed multiple small projects or initiatives simultaneously.
Previous experience working with investment advisors/counsellors and/or portfolio managers
Familiarity with Morningstar, eVestment, Bloomberg, Trade Order Management Systems is a plus
Experience using Salesforce (CRM).
Passion and enthusiasm for learning about the inner workings of the economy and markets

Responsibilities

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
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
Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint
Performing research and providing answers for customer generated inquiries.
Documenting processes or upgrading existing procedure manuals.
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
Update CRM system (Salesforce) to capture key business development activities.

Benefits

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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume