2023 Summer Wealth Management, 4 Months

2 weeks ago


Toronto, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

2023 Summer Wealth Management, 4 Months, Portfolio Management & Client Lifecycle - Analyst

**What is the opportunity?**

This opportunity is a summer contract position for 4 months with RBC Wealth Management Canada’s Business Initiatives Team in Toronto, working on the Portfolio Management and Client Lifecycle Transformational Initiatives. We are seeking highly motivated students who want to have the opportunity to learn and develop their skills. As a Summer Student at Wealth Management Canada, you will fill a critical role supporting the Business Initiatives Team at RBC Wealth Management Canada while learning about the business.

**What will you do?**

**Product Management**
- Ensure stories and releases are captured and updated
- Assist with preparing presentations for delivery to business, technology partners and management teams as required
- Problem solve and resolve issues that arise during project delivery and provide timely responses and solution options as required

**Data / Reporting**
- Assist with data requirements gathering, business case development, data analysis and reporting
- Build and maintain a repository of reusable data requirements documentation to support future initiatives, following the enterprise standards
- Assist with updating and creating excel-based reporting tools

**Requirements**:

- Facilitate collaborative sessions with diverse business stakeholder groups to drive requirements discovery, analysis, and review e.g. Taking notes, sending updates after meetings and preparing PowerPoint presentations

**Administration**
- Organize our Confluence/Jira Page
- Effectively communicate and build rapport with team members, stakeholders and coordinate among groups from initiation to closure and facilitate knowledge transfer and collaboration, coordinating information flow between project participants
- ** Ensure RBC is better off after your Co-Op term e.g. Provide solutions, suggestions and candid review of the opportunities you believe we can leverage**

**What do you need to succeed?**

**Must Have**
- Currently enrolled at a Canadian post-secondary institution with a focus on commerce, finance or business administration
- Advanced MS Office skills - Word, Outlook, Excel and PowerPoint
- Advanced Excel skills with Macros and Pivot Tables
- Ability to understand the value and downfalls of various sources of info and providing a pragmatic approach to tackle the situation
- Be able to laugh when things go wrong and celebrate yourself and others when you hit it out of the park
- Excellent facilitation and presentation skills
- Creative and analytical thinker who is self-driven and capable of working in a fast-paced environment
- Able to deal with ambiguity, critical, analytical thinker that leverages innovative ideas
- Results oriented, ability to thrive in a fast-paced, detail-oriented environment
- Ability/experience building strategic business relationships with stakeholders and other team members. Strong interpersonal and communication skills with ability to clearly document and explain processes and automated solution designs
- Strong self-directed team player with a bias for action and ability to deal with multiple competing priorities

**Nice to have**
- Prior experience working at a Full-Service Brokerage

**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 in our communities, and achieving success that is mutual.
- Network and build lasting relationships with students from diverse backgrounds from across Canada
- Participate in fun events and gamification challenges to help build your career tool kit while enjoying a work-life balance
- Leaders who support your development through coaching and learning opportunities
- Work in a dynamic, collaborative, progressive and highly performing team
- Ability to make a difference and lasting impact

**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.

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth


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