2027 Wealth Management, Winter Finance Analyst (4-16 months)

About the role

Join RBC Wealth Management as a Winter Finance Analyst intern to support investment and portfolio management initiatives. Gain experience in market research, investment modeling, and client service in a bilingual environment.

Role and Responsibilities

• Prepare ad-hoc reports and assist in product initiatives and related projects.
• Support market intelligence gathering aligned with current market themes and sales opportunities.
• Develop and test investment models for new investment solutions.
• Maintain and improve portfolio risk monitoring practices.
• Assist in business and product management of Portfolio Solutions across channels.
• Participate in investment policy statement development for funds and accounts.

Additional Tasks

• Update macroeconomic and market chartbooks using Excel, Bloomberg, and PowerPoint.
• Research and respond to customer inquiries.
• Document and upgrade process manuals.
• Follow established tax preparation and account administration procedures.
• Monitor team mailbox and respond to inquiries.
• Compile data for monthly and regular reports and update CRM system (Salesforce).

Requirements

• Bilingual in English and French, serving clients and partners across Canada.
• Intermediate to advanced skills in MS Office (Word, PowerPoint, Excel).
• Strong analytical, critical thinking, and attention to detail skills.
• Good knowledge of financial markets, economic disciplines, and regulations.
• Excellent communication and relationship management skills.
• Interest in investment management and tax software skills (Taxprep an asset).

Preferred Qualifications

• Experience leading or managing small projects or initiatives.
• Previous work with investment advisors, counsellors, or portfolio managers.
• Familiarity with Morningstar, eVestment, Bloomberg, and Trade Order Management Systems.
• Experience using Salesforce CRM.
• Passion for learning about the economy and markets.

Program Details

• Full-time, fixed-term student/co-op position with 37.5 work hours per week.
• Location: Montreal, Quebec, Canada.
• Posted date: 2026-08-24; Application deadline: 2026-09-21.
• Must be returning to school after the work term or require the work term to graduate.
• Salaried position with world-class financial services training.
• Work in a dynamic, collaborative, and high-performing team environment.