2026 Wealth Management, Fall Advisor Channel Sales Co-op (8 month)

Royal Bank of Canada•Toronto, ON

11d•$40,000 - $60,000•Onsite

About The Position

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada, managing approximately $680 billion in assets with 1,600 employees across Canada, the United States, Europe, and Asia. RBC GAM provides global investment management services through mutual funds, ETFs, and specialized investment strategies to institutional, high-net-worth, and individual investors. This opportunity is to join the Sales Technology & Analytics (ST&A) team, which supports the Advisor Channel Sales (ACS) division. The ACS division is a national team of wholesalers and business development managers responsible for promoting RBC GAM mutual funds, ETFs, and SMAs to Canadian Investment Advisors.

Requirements

Advanced Microsoft Excel proficiency, including: Pivot tables (create and update), Formulas and logic functions (particularly VLOOKUP), Sort and Filter functions for large datasets, Macro creation and manipulation, Data visualization (charts and graphs)
Proficiency with Microsoft Office Suite
Ability to learn new platforms (Salesforce, Tableau, SharePoint)
Knowledge of generative AI tools for prompt engineering, AI agent development, and report generation
Basic understanding of the Canadian Securities Industry and regulatory environment
Interest in Investment Management
Strong analytical and problem-solving abilities
Exceptional attention to detail
Excellent communication and interpersonal skills
Ability to work independently and collaboratively
Strong time management and multitasking capabilities
Ability to thrive in a fast-paced environment with competing deadlines
Must be returning back to school after the work term end-date; or if not returning back to school, must require the full work term as a mandatory component in order to graduate successfully

Nice To Haves

VBA and SQL knowledge
Familiarity with mutual fund types and structures

Responsibilities

Categorize daily sales transactions and assign rep codes to investment advisors
Complete monthly metrics reporting on data categorization progress
Complete a variety of routine tasks, utilizing tools such as Excel and SQL, to find and communicate new advisors to the national sales team
Produce reports analyzing prospecting progress
Run and format a variety of standard and ad hoc reports from the CRM system to support the Sales Operations Team and the ACS Leadership Team
Lead "data hygiene" effort in on our CRM system to ensure accurate quality data
Participate in event planning and pre-event reporting for ACS conferences
Create Excel reports that analyze the progress of our sales initiatives and the net benefits
Leverage RBC’s internal AI tools to enhance reporting efficiency and automate existing ST&A workflows
Design and build AI agents using RBC’s internal AI platform to streamline processes for the Advisor Channel Sales team
Participate in unique projects such as software integration and process improvement initiatives
Complete administrative tasks as required

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

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