2025 CFO, Winter Financial Analyst, Wealth Management Finance (4 Months)

2025 CFO, Winter Financial Analyst, Wealth Management Finance (4 Months)

Job Summary

As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.

Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments, including Canadian Wealth Management, U.

S. Wealth Management (including City National), Global Asset Management, International Wealth Management, and Investor Services.

What will you do?

Financial Planning & Analysis : Analyze actual performance and elicit insights to be communicated to management. Contribute to plans and forecasts of business performance as well as stress tests by developing and using financial models, summarize and communicate key facts for management.

Competitive Analysis & Benchmarking : Extract key data points from peer disclosures and analyst research and work with the team to produce succinct reports for senior management’s use.

Change Things for the Better : Support continuous improvement in driving efficiencies and automating processes.

What do you need to succeed?

Must-have :

Pursuit of a degree in Finance / Accounting / Business or a quantitative discipline with an interest in finance / accounting.

Solid analytical and problem-solving skills, with strong attention to detail.

Strong communication skills.

Self-motivated and independent worker with a solutions-driven mind-set.

Advanced knowledge of Excel and PowerPoint and experience building and changing reports including data visualizations.

Nice-to-have :

Working knowledge of data visualization tools (e.g., Tableau, Microsoft PowerBI).

Knowledge of or experience in the wealth management / asset management industry.

What’s in it for you?

Work with leaders who support your development through coaching and managing opportunities, including regular one-on-ones and networking opportunities.

Work in a dynamic, collaborative, progressive, and high-performing team.

Ability to make a difference and lasting impact through projects.

Opportunity to be involved in extracurricular committees to gain leadership and networking experience.

Job Skills : Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Taking Initiative.

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 : Student / Coop (Fixed Term)

Pay Type : Salaried

Posted Date : 2024-08-26

Application Deadline : 2024-09-29

Inclusion and Equal Opportunity Employment : At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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