Senior Manager, WM Finance - Direct Investing and InvestEase
About the role
Job Description
What is the opportunity?
This position offers hands-on experience in financial analysis, forecasting, and reporting, directly contributing to RBC’s strategic growth initiatives. The successful candidate will collaborate with senior finance leaders and business management to deliver insights that drive decision-making and operational efficiency.
In this role, you will be a trusted finance advisor and primary contact to the Direct Investing & InvestEase line of business under Wealth Management. Key responsibilities include financial planning, forecasting, and reporting, as well as on-going decision support and driver-based analysis. You will provide executive management with critical financial information and advice to efficiently manage and guide the strategic direction of the business.
What will you do?
Financial Reporting & Analysis
- Preparing weekly/monthly performance packages for senior management, analyzing trends in revenue, deposit flows, expenses, and client metrics.
- Analyzing P&L during GV days to ensure accuracy of financial statements
- Partner with cross-functional teams (e.g., Performance Management, Financial Control, Business Management, Corporate Treasury/FTP, Personal Banking Finance) to ensure data integrity, transparency into drivers and support on external reporting
- Support ad-hoc reporting requests (e.g., balance sheet, margin analysis) and contribute to process improvements.
- Use data tools to analyze data and drive insights
- Benchmarking to external competitors and assessing relative performance of the business
- Producing material for monthly and quarterly business review with senior business leadership
Forecasting, Planning & analysis
- Contribute to annual budgeting, monthly forecasting, and strategic planning processes under senior guidance.
- Help refine data inputs, variance analysis, and commentary templates to enhance accuracy and efficiency.
- Build and maintain driver logic for monthly forecast in tool (FOM)
- Work with business partners to analyze and validate business cases
- Track performance against approved business cases
Executive Communication
- Simplify complex financial data into clear, concise narratives for internal stakeholders.
Process Improvement
- Identify opportunities to streamline reporting workflows or automate repetitive tasks.
- Cross-training on SP&DI financial performance management activities
- Advancing financial optimization initiatives with the business
- Lead/Support projects and ad hoc requests
What do you need to succeed?
Must-have
- Professional designations (CPA, CFA), or MBA or equivalent
- 5+ years of experience in financial analysis and reporting
- Strong analytical, problem solving, and logical thinking skills with a strategic business orientation
- Strong ability to deal with ambiguity, multiple data sources, and translating data/analysis into key messages and insights
- Attention to detail for consistent and accurate output results
- Excellent communication skills, both oral & written, with good interpersonal skills to establish relationships across all levels of the enterprise
- Advanced proficiency in MS Excel and PowerPoint
- Curious and proactive mindset with a focus on continuous improvement
- Strong team player and able to work independently with a positive attitude and "One RBC" mindset.
Nice to have
- Knowledge and understanding of banking products and processes, particularly the brokerage industry
- Experience with unique financial systems such as EPM (Cognos TM1)
Job Skills
Accounting, Business Analytics, Cost-Benefit Analysis (CBA), Decision Making, Financial Forecasting, Financial Planning and Analysis (FP&A), Interpersonal Relationships
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:
Regular
Pay Type:
Salaried
Posted Date:
2026-04-15
Application Deadline:
2026-04-29
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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.
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.
Not the right fit? Search for Manager, WM Finance jobs in Toronto, ON
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
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Senior Manager, WM Finance - Direct Investing and InvestEase
About the role
Job Description
What is the opportunity?
This position offers hands-on experience in financial analysis, forecasting, and reporting, directly contributing to RBC’s strategic growth initiatives. The successful candidate will collaborate with senior finance leaders and business management to deliver insights that drive decision-making and operational efficiency.
In this role, you will be a trusted finance advisor and primary contact to the Direct Investing & InvestEase line of business under Wealth Management. Key responsibilities include financial planning, forecasting, and reporting, as well as on-going decision support and driver-based analysis. You will provide executive management with critical financial information and advice to efficiently manage and guide the strategic direction of the business.
What will you do?
Financial Reporting & Analysis
- Preparing weekly/monthly performance packages for senior management, analyzing trends in revenue, deposit flows, expenses, and client metrics.
- Analyzing P&L during GV days to ensure accuracy of financial statements
- Partner with cross-functional teams (e.g., Performance Management, Financial Control, Business Management, Corporate Treasury/FTP, Personal Banking Finance) to ensure data integrity, transparency into drivers and support on external reporting
- Support ad-hoc reporting requests (e.g., balance sheet, margin analysis) and contribute to process improvements.
- Use data tools to analyze data and drive insights
- Benchmarking to external competitors and assessing relative performance of the business
- Producing material for monthly and quarterly business review with senior business leadership
Forecasting, Planning & analysis
- Contribute to annual budgeting, monthly forecasting, and strategic planning processes under senior guidance.
- Help refine data inputs, variance analysis, and commentary templates to enhance accuracy and efficiency.
- Build and maintain driver logic for monthly forecast in tool (FOM)
- Work with business partners to analyze and validate business cases
- Track performance against approved business cases
Executive Communication
- Simplify complex financial data into clear, concise narratives for internal stakeholders.
Process Improvement
- Identify opportunities to streamline reporting workflows or automate repetitive tasks.
- Cross-training on SP&DI financial performance management activities
- Advancing financial optimization initiatives with the business
- Lead/Support projects and ad hoc requests
What do you need to succeed?
Must-have
- Professional designations (CPA, CFA), or MBA or equivalent
- 5+ years of experience in financial analysis and reporting
- Strong analytical, problem solving, and logical thinking skills with a strategic business orientation
- Strong ability to deal with ambiguity, multiple data sources, and translating data/analysis into key messages and insights
- Attention to detail for consistent and accurate output results
- Excellent communication skills, both oral & written, with good interpersonal skills to establish relationships across all levels of the enterprise
- Advanced proficiency in MS Excel and PowerPoint
- Curious and proactive mindset with a focus on continuous improvement
- Strong team player and able to work independently with a positive attitude and "One RBC" mindset.
Nice to have
- Knowledge and understanding of banking products and processes, particularly the brokerage industry
- Experience with unique financial systems such as EPM (Cognos TM1)
Job Skills
Accounting, Business Analytics, Cost-Benefit Analysis (CBA), Decision Making, Financial Forecasting, Financial Planning and Analysis (FP&A), Interpersonal Relationships
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:
Regular
Pay Type:
Salaried
Posted Date:
2026-04-15
Application Deadline:
2026-04-29
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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.
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.
Not the right fit? Search for Manager, WM Finance jobs in Toronto, ON
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.