Manager, Wealth Management Strategy

2 weeks ago


Toronto, Canada Royal Bank of Canada Full time

**What is the opportunity?**

Wealth Management Strategy & Transformation is a central team within RBC Wealth Management that enables business growth, productivity and client value through strategy, analytics and transformation execution. We are the primary point of connectivity across Wealth Management Businesses and the broader RBC enterprise, translating strategic priorities into actionable plans and measurable outcomes.

As a Manager in the Wealth Management Strategy team, you will play a critical role in supporting high-impact initiatives that shape the future of RBC Wealth Management. You’ll contribute to strategic planning, business update, financial and operational analysis and the execution of strategic initiatives that enable Wealth Management business globally to contribute to RBC overall growth and profitability.

The is an opportunity to uniquely be involved in initiatives that span across the various WM businesses and functions. You will be providing support on business updates, and framing and execution of strategic initiatives that directly support implementation of the WM platform strategy both near and long term.

**What will you do?**
- Provide support on strategy development and advisory support at the Wealth Management segment level and individual business line level, including research, analysis, financial modeling and preparing materials and strategic recommendations to facilitate Senior Management Team discussions.
- Coordinate and provide inputs on strategy-related content for various enterprise requests, including but not limited to: Investor Relations requests (e.g., quarterly earnings prep), annual report, ESG report, Credit Rating Agency reviews, Award Submissions, executive prep for analyst calls or external conferences, Board updates and internal leadership presentations.
- Relationship and stakeholder management (within team and potentially business partners) to ensure assigned project requirements are met in a timely manner (including but not limited to owning a particular workstream within the initiative and working within the team and under the guidance of the team to engage with stakeholders within the WM business, functions or operations teams.
- Identify and develop new opportunities to deliver greater value to clients and RBC WM by staying on top of market / client trends, sharing best practices in processes and analytical frameworks, and bringing the outside in (e.g., understanding competitor strategies, looking outside our industry to discover new ideas).

**What do you need to succeed?**

**Must haves**:

- Confident storyteller utilizing appropriate visuals and deck design to convey complex business issues and provide easily digestible updates to stakeholders
- Experience in preparing executive level updates and presentation
- Experience with business cases, investments, benefits/value, OKR tracking, and the ability to translate data into insights that supports problem analysis and identification of recommendations.
- Excellent interpersonal and communication skills with the ability to communicate a wide variety of complex information in both oral and written format at all levels of an organization.
- Demonstrated collaboration skills to obtain results through partnerships, impact and influence, being comfortable to deal with uncertainty and maintaining an open-flexible mindset.
- Excellent prioritization and coordination skills, combined with the ability to work to multiple deadlines under pressure.
- Wealth Management / Banking work experience.

**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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- 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.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.

**Job Skills**

**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**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-10-14

**Application Deadline**:
2025-10-28

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks


  • PIC Wealth Manager

    4 days ago


    Toronto, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 241753Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...


  • Toronto, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 241754Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThis position is a trusted advisor of private wealth services that meet high net worth client's short- and long-term holistic wealth management and investment growth goals, through a firm wide investment strategy and a...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Division:  IG-SaleDistLocation: OntarioIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a key part...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Division:  IG-SaleDistLocation: New Brunswick, Newfoundland & Labrador, Nova Scotia or Prince Edward IslandIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie...

  • Marketing Manager

    2 weeks ago


    Toronto, Canada Harbourfront Wealth Management Full time

    Harbourfront Wealth Management provided pay range This range is provided by Harbourfront Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$95,000.00/yr - CA$105,000.00/yr Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services...

  • Marketing Manager

    2 weeks ago


    Toronto, Canada Harbourfront Wealth Management Full time

    Harbourfront Wealth Management provided pay range This range is provided by Harbourfront Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$95,000.00/yr - CA$105,000.00/yr Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services...


  • Toronto, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 246556ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...


  • Toronto, Ontario, Canada Scotia Wealth Management Full time

    Requisition ID: 239913As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Marketing Manager

    9 hours ago


    Toronto, Ontario, Canada Harbourfront Wealth Management Full time

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. Our subsidiary, KJ Harrison & Partners is a Canadian independent investment and wealth management firm based in Toronto, Ontario focused on serving high‑net‑worth individuals and families by providing bespoke investment and wealth...

  • Wealth Advisor

    2 weeks ago


    Toronto, Canada Nicola Wealth Management Ltd. Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...