Winter Finance Analyst (Wealth Management) Co-op

RBC Dominion Securities; Quebec; On-site; CAD 39,000 - 48,000; Full time

Benefits offered by this job

World-class training program

Career development opportunities

Collaborative team culture

Job summary

RBC Dominion Securities in Montréal, Canada, is seeking winter co-ops for Finance Analyst roles within Wealth Management. You will support product initiatives, market intelligence, investment models, and portfolio risk monitoring in a fast-paced environment.

Ideal candidates are bilingual in English and French, proficient in MS Office, and have strong analytical skills. You will gain insight into investment decisions, client relationships, and use Salesforce, Bloomberg, and Morningstar tools.

Qualifications

• Bilingualism (English and French) required.
• Intermediate/Advanced MS Office skills (Word, PowerPoint, Excel).
• Excellent analytical and critical thinking with high attention to detail.
• Good knowledge of regional and local financial markets, economics, and regulation.

Responsibilities

• Prepare ad-hoc reports and assist in related projects for product initiatives.
• Assist with market intelligence and articles aligned with market themes and fund sales opportunities.
• Develop and test investment models for new solutions.
• Enhance portfolio risk monitoring and related metrics across the organization.
• Update CRM (Salesforce) with key business development activities.
• Support tax preparation processes and client service.
• Compile data for monthly reports and reports as required.

Skills

Bilingual English/French

MS Office

Analytical thinking

Communication skills

Market knowledge

Time management

Tools

Salesforce

Bloomberg

Morningstar

Job description

RBC Dominion Securities in Montréal, Canada, is seeking winter co-ops for Finance Analyst roles within Wealth Management. You will support product initiatives, market intelligence, investment models, and portfolio risk monitoring in a fast-paced environment.

Ideal candidates are bilingual in English and French, proficient in MS Office, and have strong analytical skills. You will gain insight into investment decisions, client relationships, and use Salesforce, Bloomberg, and Morningstar tools.