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 hands-on experience in market research, investment modeling, and client service within a dynamic team 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 and risk metrics.
• 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.
• Perform 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 - Must Have

• Intermediate to advanced skills in MS Office (Word, PowerPoint, Excel).
• Strong analytical and critical thinking skills with high attention to detail.
• Good knowledge of financial markets, economic disciplines, and regulations.
• Strong relationship management, collaboration, and time management skills.
• Excellent written and oral communication skills.
• Interest in investment management and industry learning.

Requirements - Nice to Have

• Experience leading or managing small projects or enhancements.
• 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.
• Tax software skills (Taxprep) considered an asset.

Eligibility and Work Details

• Must be returning to school after the work term or require the full work term to graduate.
• Full-time, salaried student/co-op position with 37.5 work hours per week.
• Locations include Toronto and Vancouver, Canada.
• Application deadline is 2026-09-21, posted on 2026-08-24.

Benefits and Development

• Leaders provide coaching and development opportunities.
• Work in a dynamic, collaborative, and high-performing team.
• Opportunity to make a lasting impact and difference.
• Access to a world-class training program in financial services.