Senior Business Solutions Specialist

RBC; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is looking for a dedicated Shareholder Services professional in Toronto. This role involves maintaining records for various investment products, ensuring accurate investment data, and participating in year-end processes. Candidates should have a strong background in Financial Services, particularly in mutual funds, along with excellent communication skills and analytical abilities. Enjoy a collaborative work environment with a focus on personal and professional development. Competitive compensation and comprehensive benefits are offered.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for career development

Qualifications

• 5 years’ experience in Financial Services/Mutual Fund Industry.
• Strong knowledge of Unitrax, tables, and schedule structures.
• Excellent communication skills in a client-centric environment.

Responsibilities

• Research business requirements for Shareholder Services Systems.
• Ensure client investment data is maintained accurately.
• Primary participant in year-end and tax support.

Skills

Active Learning

Adaptability

Business Appraisals

Critical Thinking

Customer Service

Decision Making

Effectiveness Measurement

Operational Delivery

Process Improvements

Education

Post Secondary Education

Tools

Unitrax

PC applications (Word, Excel, Access)

Job description

Job Description

Shareholder Services is responsible for maintaining the records for investors of various Investment Companies that offer investments such as Mutual, Pooled, Hedge Funds, Link Notes, and Asset Allocations. Along with maintaining records, reporting is provided to unit-holders, in accordance with government policies, tax laws and national policies.

This is a great opportunity in the Specialized Operations team where you will learn the Unitrax system in Shareholder Services. You will collaborate with Shareholder services teams, provide overall support to end users and clients for critical thinking to be supporting new and existing products, and resolve day to day issues.

What will you do?

• Research the business requirements to support the ongoing maintenance and enhancement of Shareholder Services Systems
• Ensure that all client investment data in record-keeping systems is established and maintained accurately across various product types, such as mutual funds, asset allocation strategies, linked notes, and segregated funds
• Primary participant in the year end and tax support including the system set up from release meetings and vendor coordination for all client environments
• Day-to-day research & resolution of problems affecting operations units
• Effectively liaise with the system Vendors to provide timely and accurate
• Monitoring and assigning from workflow system and Robotics support on rotating schedule.

What do you need to succeed?

Must haves:

• Post Secondary Education
• 5 years’ experience in Financial Services/ Mutual Fund Industry business knowledge.
• Strong knowledge of Unitrax is preferred, tables and schedule structures, query functions, daily jobs etc.
• Analytical and critical thinking, problem solving and attention to details, testing issues to replicate and new changes.
• Must possess excellent communications (written & oral) skills in a client operations and client-centric environment.
• Knowledge of link notes and segregated /insurance funds.

Nice-to-have:

• Knowledge of ESG/FundSERV and e-business applications such as wealthlink
• Completion of the Mutual Funds Operations Course recommended
• Strong working knowledge of PC applications such as Word, Excel, Access

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

• Active Learning
• Adaptability
• Business Appraisals
• Critical Thinking
• Customer Service
• Decision Making
• Effectiveness MeasurementOperational Delivery
• Process Improvements

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: 2025-12-04
• Application Deadline: 2025-12-18

Note

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

Inclusion and Equal Opportunity Employment

At 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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