See more Collapse

2024 Global Asset Management, Adviser Channel Sales Analyst

1 month ago

Toronto, Ontario, Canada RBC - Royal Bank Full time

Job Summary

Participates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

Job Description

What is the opportunity?

RBC Global Asset Management - Adviser Channel Sales Analyst

Looking to start your career in Financial Services? RBC fosters a positive learning environment for students by providing the support and resources to help strategize your career path. Since we opened our doors in 1864, RBC has grown to become one of North America's leading diversified financial services companies. RBC Global Asset Management (RBC GAM) is a global asset manager with industry-leading investment management capabilities with teams located around the world. Globally, RBC GAM companies manage approximately CAD $615 B+ in assets on behalf of individual, high net worth and institutional investors. Phillips, Hager & North Investment Management is the division of RBC GAM responsible for serving institutional clients in Canada. RBC Global Asset Management Inc. is the manager of RBC Funds and PH&N Funds. PH&N Funds is a 9x winner of the Lipper Awards for "Best Overall Fund Group" (most recently in 2021) and 10x winner for "Best Bond Fund Family" (most recently RBC Funds won the Lipper Awards for "Best Bond Fund Family" in 2009 and has won the "Best Overall Fund Group" 3 times (most recently in RBC GAM has also been recognized 3x as the Best Bond ETF Group (most recently in Does the Global Asset Management segment interest you? If yes, then be sure to check out the co-op opportunity below

  • As a member of the Sales Technology & Analytics (ST&A) team, the primary purpose of the role is to provide support to the Advisor Channel Sales (ACS) Management Team, a national team of wholesalers, and inside business development managers whose mandate is to promote and support the sale of RBC Global Asset Management mutual funds to Canadian Investment Advisors.

What will you do?

  • Sort through the daily sales alerts, identifying uncategorized transactions and following a multi-step search process to attach rep codes to their appropriate investment advisor. A metrics report will be completed at the end of each month to record progress.
  • A focus is placed on advisor prospecting. The student will complete a variety of routine tasks, utilizing tools such as Excel and SQL, to find and communicate new advisors to the national sales team as well as produce reports analyzing prospecting progress.
  • Students are strongly encouraged to create new tools to improve efficiencies in existing processes. Students are also encouraged to go beyond existing processes and create entirely new reporting processes and data analytics if an opportunity to do so is found.
  • Run and format a variety of standard and ad hoc reports from the CRM system to support the Relationship Liaison Team and the ACS Management Team.
  • Participate in event planning and pre-event reporting for ACS events and conferences.
  • Lead "data hygiene" effort in on our CRM system to ensure accurate quality data.
  • A focus is also placed on tracking the success of various sales initiatives. The students will create Excel reports that analyze the progress of our sales initiatives and the net benefits.
  • As the nature of the ST&A team involves constantly working on ways to improve the way business is done, there are various opportunities for students to get involved in unique projects, such as the integration of new software.
  • Administrative tasks as required.

What do you need to succeed?

  • Working towards an undergraduate degree at a Canadian post secondary institution

Technical

  • Excellent computer literacy, particularly with the Microsoft Office Suite, and an ability to learn new programs (i.e. Salesforce, Tableau, SharePoint).
  • Specific to Microsoft Excel skills, candidates must have the ability and knowledge to:
  • Create and update pivot tables.
  • Manipulate, organize and retrieve data through the use of formulas and logic functions (particularly vlookups).
  • Utilize the 'Sort' and 'Filter' functions to efficiently organize large files of data.
  • Create and manipulate macros to improve the efficiency of reporting.
  • Format data appropriately into list, chart, or graph forms.
  • Knowledge of VBA & SQL is an asset although not required (Nice to have).

Financial

  • Basic knowledge of the Canadian Securities Industry and regulatory environment.
  • An understanding of the fundamental types of mutual funds and their structures. (Nice to have)
  • An interest in Investment Management.

Soft

  • Ability to quickly solve a problem while analyzing and interpreting data.
  • Keen attention to detail.
  • Strong communication and interpersonal skills.
  • Comfortable working both independently and as a part of a group.
  • Excellent time management skills and experience in multi-tasking.
  • Ability to work efficiently in a fast-paced environment, under various time restrictions.

Please note: To be eligible for these student positions, you must either:

  • Be returning 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.

From our former co-op students:

"Working as a GAM co-op student will provide you with an unparalleled experience within the Canadian securities industry that is unattainable within a lecture hall. You will have the opportunity to improve vital skills to leverage upon future career searches. Some of these skills include: data manipulation, developing a professional business acumen, networking, and communication skills through participating in meetings. Through your daily tasks, joining team calls, and interacting with other professionals, you will learn about investment products and the processes behind sales of these products." - Austin C

"RBC GAM involves total immersion with the team. Tasks are fulfilling as the team values innovation and exploration of new methods. Upon your contributions to the group, you'll have the opportunity to have your ideas implemented at a broader level. Creativity in the use of excel in particular is essential when assisting the Leadership and Sales team with reporting on a national level in terms of asset classes, funds, and sales." - Simon C

"Working in the ACS team is perfect for learning your way in your professional career. What sets this role apart is the ability to be an active contributor to both your immediate team and the nationwide ACS team. Through requests, meetings and RBC's great culture, this role provides an exceptional opportunity to build your network and seriously develop your professional acumen. With the great leadership and training, students are able to absorb the necessary skills to succeed with the sky as the limit for learning new software and technical skills. Working as a GAM co-op student allows you to learn about the wholesaler industry, their products and the advisors that they support, where you can understand the real world application of your studies." -Garrett M

"The opportunity to work as a part of the ACS team has been an invaluable experience. Through regular tasks and unique projects, you are given the chance to explore and familiarize yourself with a wide array of industry technology & software all while contributing meaningful work within the team and learning everything there is to know about the wholesaler business. Working within GAM and the Toronto office allows students to network with highly experienced individuals throughout the bank, providing amazing insights into potential career paths of interest and helping students build key relationships within the industry. There is also emphasis on mentorship and skill development that can be felt throughout the organization allowing students to optimally make use of and build on the skills already developed in the classroom" - Anthony C

Job Skills

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Taking Initiative

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Student/Coop (Fixed Term)

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

We have other current jobs related to this field that you can find below

  • 2024 Global Asset Management, Adviser Channel Sales Analyst

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryParticipates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.Job DescriptionWhat is the opportunity?RBC Global Asset Management - Adviser Channel Sales...

  • Asset Management Analyst Intern

    2 weeks ago

    Toronto, Ontario, Canada Iron Mountain Full time

    Change Analyst - Fall 2024 Remote , Ontario Apply Now We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their invaluable...

  • Sr. Analyst

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Sr. Analyst - Procurement Analyst Brookfield Asset Management, Inc Toronto, Canada Sr. Analyst - Procurement Analyst Brookfield Asset Management, Inc Toronto, Canada Posted 11 days ago Permanent Competitive Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a...

  • Channel Sales Manager

    2 weeks ago

    Toronto, Ontario, Canada Microsoft Full time

    As a Channel Sales Manager - Azure you will work with our Top Managed Partners. You will work closely with them to drive sales at scale and to deliver revenue impact to the business. You will provide Sales Readiness and Deal Coaching and Manage Top Deal Execution. This opportunity will allow you to deepen your Solution Area Knowledge, Grow your Business...

  • Global Sourcing Manager

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job Description Technology Services (TS) is responsible for delivering all enterprise infrastructure, applications and related end user technology services across all Brookfield business groups, comprised of approximately 5,000 users. Position Summary This role sits within the Technology Services Group (TSG), in which the Strategic Sourcing Manager...

  • Senior Legal Counsel, Scotia Global Asset Management

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Is this role right for you? In this role you will: Provide legal advice, analysis and support to Scotia Global Asset Management's multi-brand, multi-channel business, including by: identifying and assessing legal risks and developing strategies to mitigate risk and protect Scotia Global Asset Management's interests; advising on the development, structuring...

  • Senior Financial Analyst, Performance Management

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Senior Financial Analyst Brookfield Asset Management, Inc Toronto, Canada Senior Financial Analyst Brookfield Asset Management, Inc Toronto, Canada Posted 25 days ago Permanent Competitive Location Business - Private Equity The Brookfield Private Equity Group has a 20-year track record of consistently generating strong investment performance. Leveraging...

  • Senior Legal Counsel, Scotia Global Asset Management

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 191271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Legal Counsel will work with Scotia Global Asset Management to provide legal guidance on a broad range of matters, including advising on the development, structuring, and offering of publicly and privately offered investment...

  • Associate, Global Institutional Sales Support

    2 weeks ago

    Toronto, Ontario, Canada AGF Management Limited Full time

    About Us:Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of...

  • Analyst, Treasury Operations

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job Description Reporting to the Director, Treasury & Capital Markets, the Analyst will actively support Brookfield Reinsurance's global treasury operations, cash management, liquidity and capital planning, and foreign exchange management. Responsibilities: Execution of day-to-day treasury operation activities including administration. Core contact...

  • Manager, Finance

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    LocationBrookfield Place - 181 Bay StreetBusiness - Renewable Power & TransitionBrookfield Renewable and Transition operates one of the world's largest publicly traded platforms for renewable power and decarbonization solutions. Our diversified portfolio consists of hydroelectric, wind, solar, distributed energy and sustainable solutions across North...

  • Manager, Finance

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Location Brookfield Place - 181 Bay Street Business - Renewable Power & Transition Brookfield Renewable and Transition operates one of the world's largest publicly traded platforms for renewable power and decarbonization solutions. Our diversified portfolio consists of hydroelectric, wind, solar, distributed energy and sustainable solutions across North...

  • Manager, Finance

    3 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Location Brookfield Place - 181 Bay Street Business - Renewable Power & Transition Brookfield Renewable and Transition operates one of the world's largest publicly traded platforms for renewable power and decarbonization solutions. Our diversified portfolio consists of hydroelectric, wind, solar, distributed energy and sustainable solutions across North...

  • Associate, International Asset Management

    2 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    Associate, Investments - Legal (Mergers & Acquisitions/ Corporate) Associate, Investments - Legal (Mergers & Acquisitions/ Corporate) Brookfield Asset Management, Inc Toronto, Canada Associate, Investments - Legal (Mergers & Acquisitions/ Corporate) Brookfield Asset Management, Inc Toronto, Canada Posted 5 days ago Permanent Competitive Location The...

  • Senior Legal Counsel, Scotia Global Asset Management

    2 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 191271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Legal Counsel will work with Scotia Global Asset Management to provide legal guidance on a broad range of matters, including advising on the development, structuring, and offering of publicly and privately offered investment...

  • Analyst, Global Asset and Liability Management

    2 weeks ago

    Toronto, Ontario, Canada Manulife Full time

    _Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you. _Working...

  • 2024 Global Asset Management, Fall Technical

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?We are seeking Technical Analyst (Technical Operation Analyst, Cybersecurity and IT Risk Analyst, and Identity and Access Management Analyst) to join the RBC Global Asset Management (RBC GAM). If you are passionate to learn about IT operation and technical support, please read on.Technical Operations Analyst Utilizing all...

  • Manager, Global Product Owner, Channels

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 201613 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Manager, Global Product Owner, Channels - New York, NY / Toronto, ON Global Transaction Banking Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and...

  • Channel Sales Director

    2 weeks ago

    Old Toronto, Ontario, Canada Kinetik Digital Recruitment Full time

    Channel sales director responsibilities include: Create strategic plan for Channel Department with clear goals and objectives, and report progress quarterly. Set short- and long-term channel sales strategies, evaluate program effectiveness. Direct and oversee channel sales policies, objectives, and initiatives. Ensure a healthy pipeline of Channel...

  • Channel Account Manager

    2 weeks ago

    Toronto, Ontario, Canada Procore Technologies Full time

    Job Description:Procore is expanding our Global Channel team, and we're looking for a Channel Account Manager to join us.As Procore's Channel Account Manager, you'll expand our channel initiative, building and overseeing the development and management of existing and new partners. You'll set a strategy to grow the Procore ecosystem, identifying, recruiting,...