2027 Wealth Management, Winter Finance Analyst (4-16 months)

RBC • Montreal, QC

1d • Onsite

About The Position

We are seeking winter 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

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed