Associate, Client Insight & Data Delivery

RBC; Toronto; On-site; CAD 67,000 - 110,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Job summary

RBC is seeking an Associate, Client Insight to manage end-to-end client-funded projects and strengthen partnerships with asset managers and senior leadership in Canada. You will coordinate cross-functional teams, gather requirements, and translate business needs into actionable data solutions.

The role offers a comprehensive rewards program, opportunities for growth, and a dynamic, collaborative team environment within Wealth Management.

Qualifications

• 5+ years in Asset Servicing or Asset Management.
• Experience translating business needs into data solutions.
• Proven experience working with C-suite stakeholders.
• Excellent written and verbal communication abilities.

Responsibilities

• Serve as the primary contact for assigned client-funded projects.
• Conduct scoping sessions to understand objectives, success criteria, timelines, and resources.
• Facilitate kick-off meetings to establish expectations, governance, and communication protocols.
• Lead requirements gathering sessions with client stakeholders to map objectives, current pain points, and future state workflows.
• Translate client requirements into RBC business requirements for operations, technology, data, and product.
• Evaluate RBC's product offerings and communicate options to clients when applicable.
• Collaborate with internal teams to assess feasibility and identify risks, dependencies, and mitigation plans.
• Engage external vendors or technology partners to deliver the project and secure client sign-off.

Skills

Asset Servicing

Asset Management

Digital adoption strategies

Data governance

Stakeholder management

Communication

Education

Bachelor's degree in Finance, Business, or related field

Job description

What is the opportunity?

Join RBC Investor Services as a Associate, Client Insight, will be managing client initiatives from conception through successful implementation. This role combines client engagement, requirements analysis, and cross-functional coordination to deliver tangible value while deepening RBC's understanding of client needs and strengthening partnership relationships.

Job Description

In this role, you will manage end-to-end delivery of client-sponsored projects and initiatives, ensuring projects are scoped accurately, and delivered with excellence. This includes acting as the primary client interface while orchestrating internal resources and external partners to achieve project objectives.

What will you do?

• Serve as the primary point of contact for assigned client-funded projects
• Conduct detailed scoping sessions to understand project objectives, success criteria, timelines, and resource constraints
• Facilitate kick-off meetings to establish expectations, governance, and communication protocols
• Lead comprehensive requirements gathering sessions or discovery sessions with client stakeholders to business objectives and desired outcomes, current state processes and pain points and desired future state workflows and capabilities
• Translate client requirements into business requirements for RBC teams (operations, technology, data, product)
• Evaluate RBC's product offerings against client needs, and if applicable, communicate solution options and recommendations to clients
• Collaborate with internal teams across multiple functions and assess feasibility and identify implementation approach and identify dependencies, risks, and mitigation strategies
• Engage external vendors or technology partners required to deliver the project and facilitate client sign-off and acceptance of completed deliverables

What do you need to succeed?

Must haves:

• 5+ years in Asset Servicing or Asset Management
• Proven track record creating and executing digital adoption strategies
• Strong understanding of data requirements, including data governance, reporting, analytics, and translating business needs into actionable data solutions
• Proven experience working directly with asset managers and C-suite stakeholders with the ability to build trusted relationships and communicate effectively across senior leadership teams
• Bachelor's degree in Finance, Business, or related field
• Exceptional written and verbal communication abilities
• Strong analytical and problem-solving capabilities

Nice-to-have:

• Excellent client relationship building skills
• Client relationship management experience
• Project management experience
• Consultative, solutions-oriented mindset

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

Business Appraisals, Change Controls, Dealing with Disorder, Human Resources Policies, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Organizational Change Management, Overcoming Resistance to Change, Process Management

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: Contract (Fixed Term)
• Pay Type: Salaried
• Posted Date: 2026-09-11
• Application Deadline: 2026-09-29

Note

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

Compensation for this position

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

$67,000.00 - $110,000.00

Pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.