2024 CFO, Fall Financial Analyst, Wealth Management Finance
3 weeks ago
Job Summary
What is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.
Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include Canadian Wealth Management, U.S. Wealth Management (including City National), Global Asset Management, International Wealth Management and Investor Services.
Job Description
What will you do?
Financial Planning & Analysis: Analyze actual performance and elicit insights to be communicated to management. Contribute to plans and forecasts of business performance as well as stress tests by developing and using financial models, summarize and communicate key facts for management.
Competitive Analysis & Benchmarking: Extract key data points from peer disclosures and analyst research and work with the team to produce succinct reports for senior management’s use.
Change Things for the Better: Support continuous improvement in driving efficiencies and automating processes.
What do you need to succeed?
Must-have
Pursuit of a degree in Finance/Accounting/Business or a quantitative discipline with an interest in finance/accounting
Solid analytical and problem-solving skills, with strong attention to detail
Strong communication skills
Self-motivated and independent worker with a solutions-driven mind-set
Advanced knowledge of Excel and PowerPoint and experience building and changing reports including data visualizations
Nice-to-have
Working knowledge of data visualization tools (e.g., Tableau, Microsoft PowerBI)
Knowledge of or experience in the wealth management/asset management industry
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.
Work with leaders who support your development through coaching and managing opportunities, including regular one-on-ones and networking opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact through projects
Opportunity to be involved in extracurricular committees to gain leadership and networking experience
ET24
Job Skills
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Office of the CFOJob Type:
Student/Coop (Fixed Term)Pay Type:
SalariedPosted Date:
2024-04-26Application Deadline:
2024-05-26Inclusion 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 jobs.rbc.com.
-
Toronto, Ontario, Canada RBC - Royal Bank Full timeJob SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...
-
Toronto, Canada RBC - Royal Bank Full timeJob SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...
-
TORONTO, Canada Royal Bank of Canada Full timeJob SummaryWhat is the opportunity?As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include...
-
Student, Financial Analyst
7 days ago
Toronto, ON, Canada Sun Life Financial Full timeStudent, Financial Analyst (Fall 2024) page is loaded Student, Financial Analyst (Fall 2024) Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00095489 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and...
-
Student, Financial Analyst
7 days ago
Old Toronto, Canada Sun Life Financial Full timeStudent, Financial Analyst (Fall 2024) page is loaded Student, Financial Analyst (Fall 2024) Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00095489 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in...
-
Student, Financial Analyst
7 days ago
Old Toronto, Canada Sun Life Financial Full timeStudent, Financial Analyst (Fall 2024) page is loaded Student, Financial Analyst (Fall 2024) Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00095489 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in...
-
Student, Financial Analyst
7 days ago
Old Toronto, Canada Sun Life Financial Full timeStudent, Financial Analyst (Fall 2024) page is loaded Student, Financial Analyst (Fall 2024) Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00095489 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in...
-
2023 Cfo, Fall Financial Analyst
1 week 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...
-
Temporary Full Time Financial Analyst
7 days ago
Toronto, ON, Canada Sun Life Financial Full timeStudent, Financial Analyst (Fall 2024) page is loaded Student, Financial Analyst (Fall 2024) Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00095489 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and...
-
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...
-
Quantitative Research Analyst
1 week ago
Toronto, ON, Canada Optimize Wealth Management Full timeOptimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize, our goal is to match...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
Quantitative Research Analyst
7 days ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany DescriptionOptimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize, our...
-
Quantitative Research Analyst
5 days ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
Quantitative Research Analyst
1 week ago
Toronto, Canada Optimize Wealth Management Full timeCompany Description Optimize Wealth Management (Optimize Inc.) is a premier wealth management company located in Toronto, ON. We provide personalized financial solutions and advice to our clients at every stage of their lives. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning. At Optimize,...
-
2023 Cfo, Fall Financial Analyst
4 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...