Associate Director, Portfolio Finance

Socket.dev; Toronto; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Bonus eligibility

Flexible benefits

Professional development

Job summary

RBC Wealth Management in Toronto seeks an Associate Director, Portfolio Finance to lead portfolio financial oversight and drive continuous improvement of processes and data across CPMS/Planview.

You will partner with Delivery, Product, Vendor Management and Finance to deliver timely insights and robust controls.

Qualifications

• Undergraduate degree in Finance, Business, Economics, Data Science or related discipline, or equivalent experience.
• Experience in Portfolio Finance, FP&A, financial management, or PMO environments.
• Ability to translate business needs into processes, data standards and system capabilities.
• Understanding of forecasting, variance analysis and performance monitoring.
• Proven ability to build trusted relationships with senior stakeholders.
• Strong analytical skills with actionable insights.

Responsibilities

• Lead portfolio financial monitoring including plan-versus-actual, budget utilization and inputs.
• Coordinate variance analysis and challenge forecasts, assumptions and risks.
• Oversee CPMS financial capabilities and ensure CPMS is the authoritative source for portfolio data.
• Serve as Planview lifecycle administrator for RBC Investor Services, aligning with Wealth Management hierarchies.
• Act as a Portfolio Finance partner to Delivery, Product, Vendor Management and Finance.
• Translate stakeholder requirements into efficient Finance processes, data and reports.
• Identify and improve inefficient or manual Portfolio Finance processes.
• Automate workflows and leverage AI-enabled tools to improve efficiency and insight.

Skills

Portfolio Finance

FP&A

Stakeholder management

Data analysis

Process improvement

Financial data management

Technical tooling

Strategic thinking

Education

Undergraduate degree in Finance/Business/Economics/Data Science

Tools

CPMS

Planview

P2D2

HTML development

Job description

Job Description

What is the opportunity?

The Associate Director, Portfolio Finance leads portfolio financial oversight and the continuous improvement of the processes, data and systems that underpin financial decision-making across the PoMO. The role provides portfolio-level monitoring and challenge across budgets, forecasts, variance, benefits realization and financial performance, while supporting planning, prioritization and funding decisions through forward-looking financial insight. A core accountability is Finance-side stewardship of CPMS/Planview financial capabilities, establishing and sustaining CPMS as the authoritative source for portfolio financial information and continuously improving the underlying requirements, data standards, controls and processes.

What will you do?

• Lead portfolio financial monitoring, including plan-versus-actual performance, budget utilization and key portfolio Finance-cycle inputs.
• Lead and coordinate variance analysis, providing financial challenges to forecasts, assumptions and emerging risks.
• Lead Finance-side stewardship and continuous improvement of CPMS financial capabilities, establishing and sustaining CPMS as the authoritative source for portfolio financial information.
• Serve as the RBC Investor Services Planview Lifecycle Administrator, maintaining alignment with Wealth Management's organizational hierarchies
• Act as a key Portfolio Finance partner to internal stakeholders across Delivery, Product, Vendor Management and Finance.
• Build trusted relationships, understand evolving stakeholder financial requirements and translate them into effective Finance processes, data and management information.
• Identify inefficient, manual or control-intensive Portfolio Finance processes and lead their improvement.
• Simplify, standardize and automate Finance workflows, including appropriate use of AI-enabled tools where they improve efficiency, control or insight, reducing manual assembly and reconciliation and increasing capacity for higher-value Finance activity.

What do you need to succeed?

Must haves:

• Undergraduate degree in Finance, Business, Economics, Data Science or a related discipline, or equivalent relevant experience
• Relevant experience across Portfolio Finance, Financial Planning & Analysis (FP&A), financial management, portfolio or PMO environments, financial analytics or comparable financial services function
• Experience translating business and financial requirements into effective processes, data standards, system capabilities or management information
• Understanding of financial planning, forecasting, variance analysis, performance monitoring and financial data management
• Demonstrated ability to build trusted relationships with internal clients and senior stakeholders across multiple business functions
• Strong analytical skills, with the ability to interpret financial information and provide actionable management insight

Nice-to-have:

• Experience with a centralized portfolio management system P2D2, CPMS or comparable portfolio and project management systems
• Experience in financial services, investor services, asset servicing
• Experience in portfolio benefits realization or benefits tracking
• Experience in HTML development

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

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Long Term Planning

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: 2026-09-04

Application Deadline: 2026-09-20

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

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

The expected pay range for this position is:

$90,000.00 - $140,000.00

The 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.