Analyst, Source Data & Document Traceability

RBC; Halifax; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options where applicable

Job summary

RBC in Bedford, Canada, is seeking an Analyst, Source Data & Document Traceability, to participate in Transaction Testing by requesting and validating source documents. You will work with diverse teams to ensure consistent approaches and identify data anomalies while supporting process efficiencies.

The role requires strong data handling and communication skills, solid knowledge of retail and commercial banking products, and the ability to work independently with minimal supervision.

Qualifications

• Experience handling and deriving information from large data sets.
• Strong written and verbal communication skills with business and technology staff.
• Understanding of retail and commercial banking products, policies, processes, and procedures.

Responsibilities

• Assist in Transaction Testing cycles; request and review source documents with first, second and third line of defense.
• Collaborate with Business Stakeholders to ensure the SDDT Directory is understood and maintained.
• Ensure SLAs with stakeholders are adhered to during transaction testing and report on SLA metrics.
• Develop knowledge of Regulary Reports and RBC Product Classes to become a team resource.
• Assist with project work such as regulatory deliverables.

Skills

Data analysis

Communication skills

Banking knowledge

Independent work

MS Office

Tools

Excel

PowerPoint

Word

SQL

Python

Jira

Collibra

Job description

What is the opportunity?

The Analyst, Source Data & Document Traceability, is responsible for participating in Transaction Testing by requesting and validating source documents based on the Business Process and Product being tested. Ensure consistency in approach, identification of data anomalies, adherence to internal processes and assist in identifying efficiencies.

Job Description

The Analyst, Source Data & Document Traceability, is responsible for participating in Transaction Testing by requesting and validating source documents based on the Business Process and Product being tested. Ensure consistency in approach, identification of data anomalies, adherence to internal processes and assist in identifying efficiencies.

What will you do?

Source Data and Document Traceability (SDDT)

• Assist in Transaction Testing cycles; request and review source document based on the scope of the test working with first, second and third line of defense.
• Assist in collaborating with Business Stakeholders to ensure the SDDT Directory is understood and maintained.
• Ensure Service Level Agreements (SLAs) with our stakeholders are adhered too during transaction testing and report on SLA metrics.
• Develop knowledge of the Regulatory Reports and RBC Product Classes become a valuable team resource.
• Assist with project work as required (e.g. regulatory deliverables).

Review and Maintain the effectiveness of Business Processes

• Maintain the SDDT Directory by leveraging CDE Memo updates/refreshes.
• Assist in the maintenance of documented processes and procedures to support SDDT Directory and its processes.
• Identify and communicate options to optimize SDDT processes.

Relationship Management

• Collaborate with source document providers and consumers to stay current on source document requirements.
• Collaborate with other Data Management Offices, Data Custodians and Data Stewards to understand regulatory reporting standards and best practices.
• Promote the Source Data and Document Traceability Directory as required.

What do you need to succeed?

Must-have

• Experience handling and deriving information from large data sets.
• Strong written and verbal communication skills coupled with the ability to communicate effectively with both business and technology staff at different levels of seniority.
• Understanding of retail and commercial banking products, policies, processes, and procedures.
• Ability to work independently with general supervision/oversight to achieve short-term (daily/weekly/monthly) performance expectations.
• Strong ability to utilize the Microsoft Suite of tools (PowerPoint, Word, Excel)

Nice-to-have

• Familiarity with data manipulation and analysis tools such as Excel, Visio, SQL, Python, etc.
• Familiarity with data governance and metadata management tools such as Collibra.
• Familiarity with agile methodology and agility tools such as Jira.

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
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

Job Skills

Critical Thinking, Data Administration, Database Structures, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Information Capture, Standard Operating Procedure (SOP), Teamwork

Additional Job Details

• Address: 175 WESTERN PKY:BEDFORD
• City: Bedford
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: CHIEF LEGAL & ADMIN OFFICE GRP
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-09-11
• Application Deadline: 2026-10-09
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.