Investment consultant Jobs in Oakville, ON

Job Description

What is the opportunity?Join RBC's Insurance Investment Finance team as Senior Manager and lead the end-to-end finance and accounting function for our insurer's invested asset portfolios. You'll own critical activities from daily accounting and reporting to strategic financial analysis, ensuring high-quality data, strong controls, and seamless partnerships with Investments and Risk teams.In this role, you'll drive investment performance insights across bonds, equities, mortgages, alternatives, derivatives, segregated funds, and cash positions. You'll translate complex IFRS 9 requirements and regulatory frameworks into clear analytics on yield, spread, credit performance, and P&L/OCI volatility insights that directly shape senior leadership decision-making.This is your opportunity to build a career within Canada's largest company, an organization internationally recognized for innovation, diversity, and customer satisfaction. If you're proactive, self-motivated, and energized by creative problem-solving within a world-class financial institution, we want to hear from you.What will you do?

• Lead the monthly and quarterly close for investment portfolios, including review of journal entries, reconciliations, valuations, and disclosures, ensuring accuracy, timeliness, and audit‑ready support.
• Oversee investment accounting for new and complex transactions (e.g., private placements, real estate, structured products, SPVs), ensuring appropriate classification, measurement, and presentation under IFRS and company policies.
• Drive special project relating to new investment initiatives/strategies (e.g., private placements, real estate, structured products, SPVs), ensuring appropriate classification, measurement, and presentation under IFRS, assess implications to operational processes including ledger system and reporting/disclosures, and develop solutions through working with functional groups like Legal, Accounting Policy, Tax, Investment, Risk etc.
• Manage the production of investment‑related management information: trend analysis, attribution of investment income and fair value changes, benchmarking versus budget/plan, and insights on drivers of results.
• Partner with Investment, GRMI, and Capital teams to support strategic asset allocation, ALM initiatives, liquidity management, and capital efficiency, providing finance input on proposed strategies and trades.
• Coordinate and enhance investment‑related disclosures in financial statements and management reporting (e.g., invested assets, credit quality, fair value hierarchy, expected credit losses, duration and interest‑rate risk metrics), aligned with regulatory and peer expectations.
• Maintain a robust control environment over investment finance processes, including SOX, reconciliations between Investment Admin source system and ledger system, intergroup reconciliation with related parties, sign‑offs, and documentation of key judgments and estimates.
• Lead responses to internal and external auditors and regulators on investment‑related matters, ensuring issues are addressed promptly and sustainably.
• Drive continuous improvement in systems, data flows management, and processes for investment accounting, reporting, and analytics, including requirements for finance and investment platforms and automation opportunities.
• Develop, coach, and supervise the investment finance team (analysts/specialists), setting clear performance expectations and building deep technical expertise in investment products, IFRS 9/17, and insurance‑specific investment issues.
• Contribute to the development and maintenance of investment‑related finance policies, procedures, and governance frameworks, ensuring alignment with the insurer’s risk appetite and investment policy statements.

What do you need to succeed?Must-have

• CPA, CFA or equivalent designation
• Strong knowledge and understanding of investment accounting, operations experience.
• In-depth knowledge on IFRS 9 and investment accounting system,
• Excellent analytical thinking and acute attention to detail.
• Excellent excel skills and data management concept
• Technical knowledge of investment back office and front office procedures
• Understanding and experience in accounting for investment securities, wholesale funding, derivatives processing and alternative investments.
• Technical knowledge of Insurance industry would be an asset
• Excellent leadership, communication, and interpersonal skills – ability to work with people at all levels within the organization.
• Ability to manage numerous priorities simultaneously amidst tight deadlines.

Nice to have

• Experience with RBC financial systems and associated procedures including EPM, EPAM system knowledge also preferred.
• Experience working with large data set with data query skills
• Minimum 5 years of involvement in Investment finance
• People Management experience

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities, enabling long-term career growth within a world class organization
• Ability to make a difference and lasting impact
• Flexible work/life balance options
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job SkillsAccounting, Audits Compliance, Financial Accounting Systems, Financial Recordkeeping, Financial Reporting and Analysis, Financial Reports, General Ledger Administration, Generally Accepted Accounting Principles (GAAP), Performance Management (PM)Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

OFFICE OF THE CFO

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-10

Application Deadline:

2026-07-19Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.