What 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 requirements

• Develop insightful drivers-based analyses on WM performance with a focus on key performance metrics (financial and non-financial) related to the WM industry

• Lead/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 team

• As required, lead/provide support for adhoc initiatives/requests and month-end/quarter-end activities.

What do you need to succeed?

Must have

• Accounting/Finance designation (CPA, CA, CGA, CMA, CFA, M.Fin. or MBA) or equivalent with a minimum of 5 years of experience

• 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

• Sense of urgency and ability to handle demands from multiple directions amidst submission deadlines

• Solid relationship management skills since frequent interaction with key contacts is necessary to be successful in this role

• Ability to impact/influence without direct authority

• Collaborative and team-oriented mindset

• Ability to work under pressure in a rapidly changing environment

Nice to have

• Previous experience working in Financial Services/Wealth Management Finance area

• Working knowledge of TM1 and Perspectives and any relational database applications

• RBC Finance and organizational knowledge

• People management experience

• Knowledge of Macros/VBA, Tableau and Power Query

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 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 stakeholders

• Opportunity to obtain hands-on experience throughout your role

• Working with an exciting, close-knit, supportive & dynamic group

• Opportunity to collaborate with other business segments within RBC

• Access to top tier learning resources to help shape your professional career

• Excellent career development and progression opportunities

• A comprehensive Total Rewards Program including bonuses and flexible benefits

• Competitive compensation

• “Best in Class” Employee Recognition Program

Job Skills

Accounting, Business Analytics, Cost-Benefit Analysis (CBA), Decision Making, Financial Forecasting, Financial Planning and Analysis (FP&A), Interpersonal Relationships

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTOTorontoCanada37.5Full timeOFFICE OF THE CFORegularSalaried2025-08-222025-09-06

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.