Senior Manager, Wealth Management Canada (WMC) Finance

RBC Dominion Securities; Toronto; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses and flexible benefits

Coaching and career development

Job summary

RBC Dominion Securities is seeking a Senior Manager, Wealth Management Canada Finance to serve as the primary finance advisor for DS Retail within WMC. The role focuses on strategic financial planning, forecasting, and driver-based analysis to influence executive decisions and business direction.

The position involves building strong stakeholder relationships, leading proactive planning, and delivering actionable insights, with opportunities to improve processes and financial systems across the

Qualifications

• 5+ years of progressive experience in financial analysis, FP&A and reporting.
• Advanced MS Excel and PowerPoint skills.
• CPA/CFA/MBA or equivalent professional designation is preferred.

Responsibilities

• Build and maintain strategic stakeholder relationships as the primary finance advisor for DS Retail.
• Lead proactive financial planning and forecasting with WMC-level analysis and metric reporting.
• Develop advanced modeling and analytics frameworks to reveal drivers of profitability.
• Prepare rigorous monthly financial analysis and variance reporting for leadership.
• Champion reporting improvements and optimization of financial systems and tools.
• Lead Quarterly Business Review preparation with data-driven executive insights.
• Support strategic projects and ad hoc analyses with rigor and initiative.

Job description

What is the opportunity?

Senior Manager, Wealth Management Canada Finance – a strategic finance role supporting Dominion Securities Retail within WMC, Canada's largest full-service brokerage by AUA. As a trusted financial advisor and primary stakeholder contact, you'll drive proactive business partnership through comprehensive financial planning, forecasting, and driver-based analysis. This position offers the opportunity to influence strategic business direction by delivering critical financial insights, process improvements, and actionable intelligence to executive leadership.

What will you do?

• Build and cultivate strategic stakeholder relationships as the primary finance advisor for DS Retail, establishing yourself as a trusted partner in leadership decision-making
• Lead proactive financial planning and forecasting initiatives, driving WMC-level analysis and key metric reporting that inform business strategy
• Enhance financial analysis capabilities by developing advanced modeling and analytics frameworks that unlock deeper insights into business drivers and profitability performance
• Conduct rigorous monthly financial analysis and variance reporting, translating complex financial data into clear, actionable insights for business leaders
• Champion process improvement initiatives through continuous enhancement of reporting methodologies, analytical tools, and financial systems optimization
• Lead Quarterly Business Review preparation, synthesizing data-driven analysis into executive-ready intelligence
• Support strategic projects and ad hoc requests with analytical rigor and proactive problem-solving

What do you need to succeed?

• Professional designations: CPA, CFA, MBA, or equivalent
• 5+ years of progressive experience in financial analysis, FP&A, and reporting
• Advanced analytical and strategic business acumen with strong problem-solving capabilities
• Proficiency translating complex data from multiple sources into strategic insights and key messages
• Meticulous attention to detail ensuring accuracy and consistency in all financial outputs
• Exceptional communication skills with strong interpersonal abilities
• Advanced expertise in MS Excel and PowerPoint
• Proactive, curious mindset with demonstrated commitment to continuous process improvement
• Collaborative team player with independent initiative and positive "One RBC" orientation

Nice to have:

• Knowledge of banking products, brokerage, and investment industry processes
• Experience with enterprise financial systems (EPM/Cognos TM1, ADP)

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
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in an agile, collaborative, progressive, and high-performing team
• The opportunity to interface with senior level executives from many different parts of the organization

Job Skills

Accounting, Business Analytics, Cost-Benefit Analysis (CBA), Decision Making, Financial Forecasting, Financial Planning and Analysis (FP&A), Interpersonal Relationships

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: OFFICE OF THE CFO

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-09-11

Application Deadline: 2026-09-25

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.