Job Description

What is the opportunity?

Become part of RBC Direct Investing, a leading-edge digital investment business undergoing significant transformation.

You will be directly responsible for the strategic direction, administration, coordination and delivery of all client management, data requirements and initiatives supporting the RBCDI & IE sales, distribution and portfolio advisory teams. This role offers a structured leadership and personal development opportunity with high exposure to senior and executive leadership levels of the business.

You will be responsible for development and delivery of major change, take ownership of individual projects overseeing all aspects of project design and delivery, from inception through implementation, while keeping business strategy and key objectives top of mind.

What will you do?

Own the creation and evolution of DI & IE sales team reporting and analysis, including development and management of data gathering requirements, data handling and controls. Providing the business the insights and information required to make timely and informed decisions.

Identifying and implementing opportunities to improve line of site on business results and data integration in reporting used by partners and stakeholders

Responsible for identifying business opportunities and prioritizing initiatives through analyses of business performance and market opportunity

Conduct strategic analysis and produce required materials (i.e. business case) to aid in project development and approval. Mobilize, design, lead and wind down individual strategic projects owning the targets and key business outcomes of the assigned project(s)

In partnership with various domain leaders, lead the development and refinement of long-term execution plans

Contribute to successful project phase completion within budget and on time by identifying risks developing/recommending mitigation strategies. Proactively identify and manage all risks related to delivery and attainment of the intended business outcomes. Maintain strong functional relationships with the key stakeholders and groups

Maintain an in-depth understanding of the RBC Direct Investing business and the competitive environment to identify opportunities for additional products & services, and workflow improvements through technology or other means

In partnership with leadership and relevant teams, accountable for the tactical decision making on behalf of the business during business requirements, design, and development phases.

What do you need to succeed?

Must haves:

Strong communication (written and verbal) and interpersonal skills, with emphasis on stakeholder management and obtaining buy in from various teams and seniority levels

Strong presentation skills and ability to provide clear and concise communications to senior leaders

Strong knowledge of Excel/Powerpoint

Proficiency with SQL, Python, R, or other equivalent analytical tools

Experience with the Salesforce platform, its architecture and product suite including Sales & Service Cloud and/or Financial Services Cloud

Advanced problem solving and analytical skills and innate comfort with numbers

Nice-to-have:

3+ years of SF Platform experience, Salesforce configuration, customization and development using Salesforce.com

Hands-on experience with the Lightning platform including APEX coding, Lightning Web Components, API’s and Salesforce Data Model

Strong knowledge of investment products and services

Strong knowledge of brokerage and investment applications

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.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

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.

Flexible work/life balance options.

Opportunities to do challenging work.

Opportunities to take on progressively greater accountabilities. 

Access to a variety of job opportunities across business.

Job Skills

Additional Job Details

Address:

RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-08-07

Application Deadline:

2025-08-21

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.

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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.