Job Summary

Job Description

What is the opportunity?

In this role you will support Portfolio Management applications for small to medium initiatives for Wealth Management Canada (WMC). Partner with IT, Operations, Vendors, and other Head Office groups to assess, research, and analyze problems that impact RBC WMC branches. Document business requirements to resolve system, process or business gaps and issues.  Mandate of this role is to assist in creating an optimal Portfolio Management experience for WMC branches and to ensure proper support process is implemented and reinforced.

What will you do?

Developing documents for IT applications, system specifications and test plans, according to existing standards and methodologies.

Eliciting the requirements needed to carry out business processes including interviews, intelligence analysis and survey assessments.

Translating business needs, processes and procedures into a workable system, and articulating on specific software requirements by communicating about these requirements with technology experts and business stakeholders.

Working closely with business architects and other technology staff to deliver project results while implementing risk analysis and meeting required deliverable.

Prepare, analyze and prioritize issues and enhancement requests raised by the field, training, Operations and project team.

Work closely with IT QA and IT support support team on issues raised and when details are required for Production Support triage

Resolve conflicts/issues of med-major complexity and escalates to others as appropriate.

Create and or work with communications to post on DSnet and send in National emails or branches

What do you need to succeed?

Must haves:

Undergraduate degree from an accredited university or equivalent experience

2+ years prior securities, technology industry and/or wealth management related experience

Experience within Dominion Securities branch knowledge with PIM portfolio modelling processes.

Ability to work effectively in situations involving rapid change, shifting priorities, and/or simultaneous demands

Problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements of complex processes/programs

Excellent verbal and written communication, presentation, and interpersonal skills

Fully proficient with MS Office (Word, Excel, PowerPoint, and Outlook)

Nice-to-have:

Presentations as required for WMC branches/conferences, Head Office and training teams.

Knowledge within the investment management or wealth management space.

Demonstrated leadership, initiative, and ability to work effectively in teams and independently.

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

Agile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Requirements Analysis

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:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-12-04

Application Deadline:

2025-01-31

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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