Associate, Portfolio Planning & Analysis

Job Description

What is the opportunity?

Are you energized by solving complex business problems and connecting the dots across organizational domains? Join RBC Investor Services' Transformation Office as a strategic partner to senior stakeholders and business leaders. In this role, you'll be the critical link between Project financials, execution, and decision-making - translating data into actionable insights that shape how we invest in our future.

You'll work directly with the Director, Transformation to provide real-time visibility into our strategic project portfolio, enabling leadership to make informed decisions on spend prioritization and resource allocation. This is a high-impact role, where your analysis drives board-level conversations and influences strategic direction. You will partner with a variety of internal stakeholders to provide comprehensive reporting on the project portfolio – where we spend, why and associated benefit and risk profiles.

What will you do?

• Drive Strategic Insights: Synthesize financial data, project status, and market dynamics into compelling analyses that influence executive decision-making and board presentations

• Tell the Portfolio Story: Partner with finance, project teams, and business leaders to build comprehensive reporting on where we spend, why, and the benefits and risks tied to each investment

• Champion Process Improvement: Identify and lead initiatives to strengthen our project financial governance, reporting systems, and decision frameworks

• Build Trust Across Organizations: Act as the objective voice in strategic discussions, assessing projects independently and serving as an escalation point for governance questions

• Thrive in Ambiguity: Navigate competing priorities, emerging challenges, and complex stakeholder landscapes - you'll be the "glue" connecting disparate teams and information sources into cohesive process

• Help promote a culture of integrity by promoting open, honest and transparent dealing in the day-to-day management of projects financials, working with the team to act as an escalation point, as appropriate

What do you need to succeed?

Must-have

• Undergraduate degree in business or commerce

• 3+ years’ experience in investment banking, business strategy, advisory, corporate accounting, FP&A or similar roles

• Strong proficiency in PowerPoint, Excel, Word and Outlook

• Experience in preparing materials and presentations for executive audiences

• Experience synthesizing data from multiple sources into clear, articulate analyses and / or presentations

• Ability to effectively manage competing timelines and priorities for multiple teams

Nice-to-have:

• Exposure to project management, portfolio management, or transformation initiatives

• Experience working in matrix or ambiguous organizational environments

• Familiarity with project governance frameworks or strategic planning methodologies

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.

• Direct Impact: Your analysis directly influences the investment agenda and executive decision-making

• High-Visibility Exposure: Partner regularly with executives and key business stakeholders

• Hands-On Variety: No two weeks are the same—you'll shift seamlessly between deep financial modeling, stakeholder collaboration, process design, and strategic planning

• Growth & Ownership: Lead your own initiatives within a small, high-performing team; chart your career trajectory with strong mentorship from senior leadership

• Best-in-Class Total Rewards: Competitive compensation, performance bonus, flexible benefits, and professional development support

• Progressive Culture: Join a team that values bold thinking, continuous improvement, and making a difference

Job Skills

Business Appraisals, Business Case Reviews, Business Process Design, Business Process Improvements, Business Process Modeling, Configuration Management (CM), Crisis Management, Effectiveness Measurement, Financial Analysis, Financial Planning, Implementation, Management Reporting, Project Financial Reporting, Requirements Analysis, Workflow Analysis

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:

2026-06-04

Application Deadline:

2026-06-18

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.