Senior Manager, Finance Wealth Management Canada (WMC)
Top Benefits
About the role
Job Description What is the opportunity? In this role, you will be a trusted finance advisor and primary contact to multiple lines of business within Wealth Management Canada (WMC), including Dominion Securities (DS) Caribbean, Private Trading Office, and RBC Parallels. You will also support DS Retail, Canada’s largest full-service brokerage as measured by AUA. 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?
- Build strong stakeholder relationships as finance advisor for multiple lines of business within WMC, leading the forecasting, planning, reporting, and analytical support
- Support the WMC level analysis and key metric reporting
- Responsible for analyzing and reporting for DS profitability including enhancing modeling and analytics to provide better insight on business drivers
- Responsible for monthly analysis and accruals for fee-based revenues and related commission accruals
- Review, analyze and explain the business financial results and variances on a monthly basis
- Provide management with NIE analysis to enable effective cost management and identify cost savings opportunities
- 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 and investment industry
- Experience with unique financial systems such as EPM (Cognos TM1) and ADP
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
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
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: 2025-08-12
Application Deadline: 2025-09-15
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion 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</a/span>
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Senior Manager, Finance Wealth Management Canada (WMC)
Top Benefits
About the role
Job Description What is the opportunity? In this role, you will be a trusted finance advisor and primary contact to multiple lines of business within Wealth Management Canada (WMC), including Dominion Securities (DS) Caribbean, Private Trading Office, and RBC Parallels. You will also support DS Retail, Canada’s largest full-service brokerage as measured by AUA. 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?
- Build strong stakeholder relationships as finance advisor for multiple lines of business within WMC, leading the forecasting, planning, reporting, and analytical support
- Support the WMC level analysis and key metric reporting
- Responsible for analyzing and reporting for DS profitability including enhancing modeling and analytics to provide better insight on business drivers
- Responsible for monthly analysis and accruals for fee-based revenues and related commission accruals
- Review, analyze and explain the business financial results and variances on a monthly basis
- Provide management with NIE analysis to enable effective cost management and identify cost savings opportunities
- 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 and investment industry
- Experience with unique financial systems such as EPM (Cognos TM1) and ADP
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
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
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: 2025-08-12
Application Deadline: 2025-09-15
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion 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</a/span>
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.