Wealth Management: Channel Sales Analytics Co-op (Summer)

RBC; Toronto; On-site; CAD 38,000 - 55,000; Full time

Job summary

A leading financial institution in Toronto seeks a motivated Advisor Channel Sales Analyst student to support sales teams. This role involves categorizing sales alerts, reporting on prospecting efforts, and enhancing efficiency through innovative solutions. Ideal candidates are returning students with strong Excel and SQL skills, attention to detail, and an interest in investment management. This position promises hands-on experience in a dynamic environment with opportunities for skill development.

Benefits

World-class training program

Dynamic team environment

Opportunity for meaningful impact

Qualifications

• Must be returning to school after the work term.
• Basic knowledge of the Canadian Securities Industry is a plus.
• Interest in Investment Management preferred.

Responsibilities

• Sort daily sales alerts and categorize transactions.
• Create reports for advisor prospecting and sales initiatives.
• Participate in event planning for ACS events.

Skills

Excellent computer literacy

Pivot table creation

Data manipulation skills

Attention to detail

Strong communication skills

Education

Enrollment in a degree program

Tools

Microsoft Excel

SQL

Salesforce

Job description

A leading financial institution in Toronto seeks a motivated Advisor Channel Sales Analyst student to support sales teams. This role involves categorizing sales alerts, reporting on prospecting efforts, and enhancing efficiency through innovative solutions. Ideal candidates are returning students with strong Excel and SQL skills, attention to detail, and an interest in investment management. This position promises hands-on experience in a dynamic environment with opportunities for skill development.