Manager, Business Planning

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

Benefits offered by this job

Bonuses

Flexible benefits

Career development

Job summary

RBC in Toronto is seeking a Manager, Business Planning to support the Associate Director and Investor Services Client Operation teams with financial analysis and planning.

You will build analytical models, drive cost reduction, and deliver data-enabled insights to inform strategic decisions. This role provides exposure to cross-functional partners, opportunities for career growth, and a comprehensive rewards program.

Qualifications

• 3+ years of professional accounting experience, preferably in Financial Services.
• Undergraduate Degree in Finance/Accounting.
• Demonstrates strong proficiency in Excel and PowerPoint.
• Demonstrates ability to effectively manage competing timelines and priorities.
• Strong interpersonal, communication and analytical skills.
• Flexible and able to adapt quickly.
• Familiar with using PowerBI.

Responsibilities

• Analyze RBC Investor Services Client Operations’ financials and communicate findings.
• Support monthly financial and operational reviews, including models and presentations.
• Drive cost reduction and efficiency through financial management.
• Provide data-enabled insights to support strategic decision making.
• Support weekly headcount reporting and requisitions.
• Create analytical models and presentations for financial planning.
• Document policies and procedures for reporting processes.
• Automate and streamline internal reports and processes where possible.

Skills

Excel

PowerPoint

PowerBI

Analytical skills

Communication

Time management

Collaboration

Education

Undergraduate degree in Finance/Accounting

CPA / CFA / MBA (nice-to-have)

Tools

Excel

PowerPoint

PowerBI

Job description

What is the opportunity?

In this role (Manager, Business Planning), you will support the Associate Director of Business Planning and work with Investor Services Client Operation business lines to deliver financial analysis and insights to support decision-making and financial planning.

Job Description

In this role (Manager, Business Planning), you will support the Associate Director of Business Planning and work with Investor Services Client Operation business lines to deliver financial analysis and insights to support decision-making and financial planning. You will play an active role in identifying, analyzing, and addressing financial opportunities for RBC Investor Services.

What will you do?

• Analyze RBC Investor Services’ Client Operations financials through tactical and strategic deep-dive reviews ensuring integrity of financial data. Communicate findings after analyzing trends and drivers.
• Support RBC Investor Services’ Client Operations monthly financial and operational reviews, including the maintenance of analytical models and presentations.
• Drive transparency and effective financial management with a focus on controllable cost reduction and efficiency.
• Elevate advisory support by providing data-enabled insights to our stakeholders to support strategic and timely decision making.
• Support RBC Investor Services’ Client Operations Weekly Head Count reporting and requisitions process.
• Support RBC Investor Services’ Client Operation financial planning processes, including the creation of analytical models and presentations.
• Collaborate with RBC Investor Services’ Client Operation Business lines and other stakeholders in the documentation of policy and procedures for operational reporting, processes, and other key activities.
• Automate and streamline internal processes and reports where possible to create efficiencies.

What do you need to succeed?

Must-have:

• 3+ years of professional accounting experience, preferably in Financial Services
• Undergraduate Degree in Finance/Accounting
• Demonstrates strong proficiency in Excel and PowerPoint
• Demonstrates ability to effectively manage competing timelines and priorities.
• Strong interpersonal, communication and analytical skills
• Flexible and able to adapt quickly
• Familiar with using PowerBI

Nice-to-have:

• Professional accounting/ finance designation (CPA, CFA, or MBA)
• Proven experience developing PowerBI dashboards and data visualizations.
• Previous financial planning experience
• Excel Modeling

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.

• Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank.
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits.
• Competitive compensation

Job Skills

Data Gathering Analysis, Effectiveness Measurement, Ethical Business, Fraud Management, Internal Controls, Long Term Planning, Process Management, Results-Oriented, Risk Management, Strategic Thinking

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: 2026-08-17
• Application Deadline: 2026-09-01

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: $67,000.00 - $110,000.00. 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.