2026 Wealth Management, Winter Finance Analyst (4-16 months)
Top Benefits
About the role
RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.
Your application will be reviewed for consideration across multiple roles within the following areas:
RBC Wealth Management Financial Services
What is the opportunity?
We are seeking a finance analyst to join the Wealth Management team. Success in this role will require someone who is highly organized and detail-oriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills, ability to collaborate across teams, particularly in a fast-paced, dynamic environment.
What will you do?
- Support product initiatives by preparing ad-hoc reports and assisting in related projects
- Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
- Develop and test investment models to assist new investment solutions development process
- Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
- Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
- Participate in the investment policy statement development process for funds and segregated accounts
- Performing research and providing answers for customer generated inquiries.
- Documenting processes or upgrading existing procedure manuals.
- Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved
- Monitor team mailbox, respond to inquiries and report user statistics
- Compile data for monthly reports and other regular reporting as required
What do you need to succeed?
Must have:
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- Excellent analytical and critical thinking skills, with high attention to detail.
- Good knowledge of regional and local financial markets, economic disciplines, and regulation
- Displays strong competencies in relationship management, collaboration, and time management
- Excellent written and oral communication skills
- Able to adapt to dynamic situations and can impact and influence outcomes
- Good understanding of the economy and capital markets
- An interest in investment management and desire to learn more about the industry
- Assist in analysis and preparation of client reporting/monitoring and other deliverables.
- Work with our CRM to capture key business development activities.
- Research, create and maintain presentation materials (charts, slides, data analysis, etc.).
- Tax software skills (Taxprep would be an asset)
Nice to have:
- Experience leading small projects or small/medium enhancements.
- Has successfully managed multiple small projects or initiatives simultaneously.
- Some experience working on projects with information technology components.
- Ability to collaborate with multiple stakeholders
- Passion and enthusiasm for learning about the inner workings of the economy and markets
- Strong writing skills, and the ability to capture meeting notes and key takeaways for distribution to the team.
Please note :
In order to be eligible for these student positions, you must either:
- Be returning back to school after the work term end-date; or
- If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
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.
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
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.
2026 Wealth Management, Winter Finance Analyst (4-16 months)
Top Benefits
About the role
RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.
Your application will be reviewed for consideration across multiple roles within the following areas:
RBC Wealth Management Financial Services
What is the opportunity?
We are seeking a finance analyst to join the Wealth Management team. Success in this role will require someone who is highly organized and detail-oriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills, ability to collaborate across teams, particularly in a fast-paced, dynamic environment.
What will you do?
- Support product initiatives by preparing ad-hoc reports and assisting in related projects
- Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
- Develop and test investment models to assist new investment solutions development process
- Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
- Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
- Participate in the investment policy statement development process for funds and segregated accounts
- Performing research and providing answers for customer generated inquiries.
- Documenting processes or upgrading existing procedure manuals.
- Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved
- Monitor team mailbox, respond to inquiries and report user statistics
- Compile data for monthly reports and other regular reporting as required
What do you need to succeed?
Must have:
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- Excellent analytical and critical thinking skills, with high attention to detail.
- Good knowledge of regional and local financial markets, economic disciplines, and regulation
- Displays strong competencies in relationship management, collaboration, and time management
- Excellent written and oral communication skills
- Able to adapt to dynamic situations and can impact and influence outcomes
- Good understanding of the economy and capital markets
- An interest in investment management and desire to learn more about the industry
- Assist in analysis and preparation of client reporting/monitoring and other deliverables.
- Work with our CRM to capture key business development activities.
- Research, create and maintain presentation materials (charts, slides, data analysis, etc.).
- Tax software skills (Taxprep would be an asset)
Nice to have:
- Experience leading small projects or small/medium enhancements.
- Has successfully managed multiple small projects or initiatives simultaneously.
- Some experience working on projects with information technology components.
- Ability to collaborate with multiple stakeholders
- Passion and enthusiasm for learning about the inner workings of the economy and markets
- Strong writing skills, and the ability to capture meeting notes and key takeaways for distribution to the team.
Please note :
In order to be eligible for these student positions, you must either:
- Be returning back to school after the work term end-date; or
- If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
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.
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
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.