Job DescriptionWhat is the Opportunity?This is an exciting opportunity to join Wealth Management (WM) Finance, Performance Management (PM) team. The mandate of the WM PM team is to deliver value-added management reporting and enhance driver-based analytics for WM segment by working closely with the business advisory and financial controller teams.As a Senior Manager, Wealth Management Finance, you will build strong business relationships across WM finance, Head Office (HO) finance, WM strategy, GRM, Treasury and Reporting Shared Services (RSS) teams. You will be responsible for providing insightful financial analytics and management presentations for senior Finance and Wealth Management Executives. Reporting to the Director WM Finance, this position will also undertake management reporting & analytics for WM segment and produce reporting packages for WM segment that will be distributed to Senior Management and Head Office.What Will You Do?Responsible for analyzing business performance and collaborating with WM finance business advisors to produce monthly and quarterly reporting packages including monthly flash results, monthly operating results, quarterly assurance review (QAR) material, rating agency material and other ad-hoc executive documents.Responsible for addressing monthly and quarterly requirements from Head Office finance teams including review of WM related sections in the Investor Relations (IR) presentations / material and providing key metrics and variance explanation as requested by HO PM team.Collaborate with WM finance teams to deliver estimates for monthly and quarterly financial performance of WM businesses to senior executives and HO Performance Management team.Build upon and / or strengthen trusted relationships with various contributors / stakeholders including WM finance, HO Finance, GRM, Treasury, Reporting Shared Services (RSS) and WM Strategy teams, for meeting month-end/quarter-end management and external reporting requirementsDevelop insightful drivers-based analyses on WM performance with a focus on key performance metrics (financial and non-financial) related to the WM industryLead/Assist in the identification and implementation of process simplification and streamlining opportunities, including but not limited to, the automation of reports by leveraging available IT tools (e.g. Tableau, Office 365, Power query, RPA) and transition of standard reports to RSS teamAs required, lead/provide support for adhoc initiatives/requests and month-end/quarter-end activities.What do you need to succeed?Must haveAccounting/Finance designation (CPA, CA, CGA, CMA, CFA, M.Fin. or MBA) or equivalent with a minimum of 5 years of experienceSolid analytical and problem-solving skills, with strong attention to detailStrong communication skillsSelf-motivated and independent worker with a solutions-driven mind-setAdvanced knowledge of Excel and PowerPointSense of urgency and ability to handle demands from multiple directions amidst submission deadlinesSolid relationship management skills since frequent interaction with key contacts is necessary to be successful in this roleAbility to impact/influence without direct authorityCollaborative and team-oriented mindsetAbility to work under pressure in a rapidly changing environmentNice to havePrevious experience working in Financial Services/Wealth Management Finance areaWorking knowledge of TM1 and Perspectives and any relational database applicationsRBC Finance and organizational knowledgePeople management experienceKnowledge of Macros/VBA, Tableau and Power QueryWhat’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 operate collaboratively in an office environment where we are onsite 4 days per week. 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 stakeholdersOpportunity to obtain hands-on experience throughout your roleWorking with an exciting, close-knit, supportive & dynamic groupOpportunity to collaborate with other business segments within RBCAccess to top tier learning resources to help shape your professional careerExcellent career development and progression opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefitsCompetitive compensation“Best in Class” Employee Recognition ProgramJob Skills Accounting, Business Analytics, Cost-Benefit Analysis (CBA), Decision Making, Financial Forecasting, Financial Planning and Analysis (FP&A), Interpersonal RelationshipsAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TorontoCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: OFFICE OF THE CFOJob Type: RegularPay Type: SalariedPosted Date: 2025-08-22Application Deadline: 2025-09-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .
