2027 Wealth Management, Winter Finance Analyst (4-16 months)

RBC Dominion Securities; Vancouver; On-site; CAD 42,000 - 54,000; Full time

Job summary

RBC Wealth Management is seeking winter co-ops across multiple Finance Analyst roles. You will support product initiatives, market intelligence, and investment models while aiding in risk monitoring and client-related workflows within a fast-paced wealth management environment.

The role emphasizes organization, attention to detail, and strong communication across teams, with exposure to investment decision-making processes and client relationship management.

Qualifications

• Proficient MS Office (Word, PowerPoint, Excel).
• Strong analytical and detail-oriented mindset.
• Solid knowledge of regional financial markets and regulation.

Responsibilities

• Prepare ad-hoc reports for product initiatives.
• Gather market intelligence and content aligned with market themes.
• Develop and test investment models for new solutions.
• Assist in portfolio risk monitoring practices and metrics.
• Maintain CRM data in Salesforce and circulate insights.
• Support investment policy statement development for funds.

Skills

MS Office

Analytical thinking

Financial markets knowledge

Communication skills

Time management

Team collaboration

Tax software

Tools

Salesforce

Bloomberg

Morningstar

eVestment

Trade Order Management Systems

Job description

Job Description

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.

Your application will be reviewed for consideration across multiple roles within the following areas:

• RBC Dominion Securities
• RBC PH&N Investment Counsel
• RBC Royal Trust
• RBC Private Banking
• RBC Wealth Management Financial Services
• RBC Global Asset Management

What is the opportunity?

We are seeking winter co-ops across several Finance Analysts roles to join the Wealth Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst, etc.). Success in this role will require someone who is highly organized and detail-oriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills, ability to collaborate across teams, particularly in a fast-paced, dynamic environment. The student will have the opportunity to gain insight into how investment decisions are made, and client relationships are managed within Wealth Management.

What will you do?

• Support product initiatives by preparing ad-hoc reports and assisting in related projects
• Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
• Develop and test investment models to assist new investment solutions development process
• Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
• Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
• Participate in the investment policy statement development process for funds and segregated accounts
• Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint
• Performing research and providing answers for customer generated inquiries.
• Documenting processes or upgrading existing procedure manuals.
• Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved
• Monitor team mailbox, respond to inquiries and report user statistics
• Compile data for monthly reports and other regular reporting as required
• Update CRM system (Salesforce) to capture key business development activities.

What do you need to succeed?

Must have:

• Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel).
• Excellent analytical and critical thinking skills, with high attention to detail.
• Good knowledge of regional and local financial markets, economic disciplines, and regulation
• Displays strong competencies in relationship management, collaboration, and time management
• Excellent written and oral communication skills
• Good understanding of the economy and capital markets
• An interest in investment management and desire to learn more about the industry
• Tax software skills (Taxprep would be an asset)

Nice to have:

• Experience leading small projects or small/medium enhancements.
• Has successfully managed multiple small projects or initiatives simultaneously.
• Previous experience working with investment advisors/counsellors and/or portfolio managers
• Familiarity with Morningstar, eVestment, Bloomberg, Trade Order Management Systems is a plus
• Experience using Salesforce (CRM).
• Passion and enthusiasm for learning about the inner workings of the economy and markets

Please note

• Be returning to school after the work term end-date; or
• If you are not returning to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component 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.

• 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

Job Skills

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal 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: 2026-08-24

Application Deadline: 2026-09-21

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above