Analyst, Business and Financial Planning

March 25 2025
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Corporate finance, Treasury, Management accounting,
Toronto, ON • Full time

Job Summary

Job Description

What is the opportunity?

In this role, you will support the Associate Director of Business Planning and work with Investor Services Client Operation business lines to deliver financial analysis and insights to support decision-making and financial planning. You will play an active role in identifying, analyzing, and addressing financial opportunities for RBC Investor Services.

What will you do?

  • Analyze RBC Investor Services' Client Operations financials through tactical and strategic deep-dive reviews ensuring integrity of financial data. Communicate findings after analyzing trends and drivers.
  • Support RBC Investor Services' Client Operations monthly financial, and operational reviews, including the maintenance of analytical models and presentations.
  • Drive transparency and effective financial management with a focus on controllable cost reduction and efficiency.
  • Elevate advisory support by providing data-enabled insights to our stakeholders to support strategic and timely decisions making.
  • Support RBC Investor Services' Client Operations Weekly Head Count reporting and requisitions process.
  • Support RBC Investor Services' Client Operation financial planning processes, including the creation of analytical models and presentations.
  • Collaborate with RBC Investor Services' Client Operation business lines in the documentation of policy, procedures, and precedent to meet work objectives as they related to operational performance, productivity, and/or expenditures.
  • Automate and streamline internal processes and reporting where possible to create efficiencies.

What do you need to succeed?

Must-have

  • Demonstrates knowledge of financial analysis.
  • Demonstrates ability to effectively manage competing timelines and priorities.
  • Strong interpersonal, communication and analytical skills
  • Demonstrates strong proficiency in Microsoft 365 product family.
  • 2-3 years relevant experience within the financial service industry
  • Undergraduate Degree
  • Curious and growth mindset

Nice-to-have

  • PowerBI
  • Excel Modeling
  • Project Management

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.

  • Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
  • Working with an exciting, close-knit, supportive & dynamic group
  • Opportunity to collaborate with other business segments within the bank.
  • Excellent career development and progression opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Competitive compensation

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

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:

2025-03-12

Application Deadline:

2025-04-04

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

Inclusion and Equal Opportunity Employment

At 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

Apply now!

Similar offers

Searching...
No similar offer found.
An error has occured, try again later.

Jobs.ca network