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About the Role

As a Senior Manager with Wealth Management Performance Management, you will provide insightful financial analytics and decision support for the Wealth Management (WM) business, focusing on funding transfer pricing (FTP), revenue, non-interest expenses (NIE), and Enterprise Wide Stress Testing (EWST). This role involves advisory, analytics, and decision support, communicating insights to senior Finance and Wealth Management Executives.

Responsibilities

Develop insightful driver-based analyses on WM performance using key industry metrics on revenue, non-interest expense, client assets, and balance sheet.
Provide value-added strategic financial advice to senior management, including the Group Executive and WM Operating Committee.
Enable early identification of opportunities and issues through value-added advice, making actionable strategic recommendations.
Enhance WM Performance Management capabilities and drive continuous improvement by working closely with finance and business partners.
Collaborate on delivering a challenging portfolio of projects and initiatives.
Lead WM Finance’s role in reporting and analysis of balance sheet management, including liquidity allocation, credit, and deposit product profitability.
Take proactive actions to understand capital management, including Risk Weighted Assets (RWA), to identify balance sheet opportunities.
Conduct deep-dive analysis on non-interest expense (NIE), collaborating with T&O and function Finance teams to identify cost savings.
Lead or assist in the design and implementation of new standardized processes for simplification, innovation, and automation.
Review EWST models, including results and documentation, and communicate key narratives to stakeholders.

Requirements

Accounting/Finance designation (CPA, CFA, or equivalent).
5+ years of related experience within financial services.
Strong verbal and written communication skills to articulate business performance and analysis.
Previous experience in translating data into compelling visual stories supporting strategic decision making.
Solid relationship management skills for frequent interaction with key contacts.
Attention to detail and organized with a sense of urgency and ability to handle multiple priorities.
Ability to take initiative, coupled with strong problem-solving and analytical skills.
Collaborative and team-oriented mindset.
Intermediate/Advanced knowledge of Excel and PowerPoint.

Skills

Accounting
Analytical Thinking
Balance Sheets
Business Analytics
Corporate Treasury
Cost-Benefit Analysis (CBA)
Decision Making
Financial Analysis
Financial Forecasting
Financial Planning and Analysis (FP&A)
Interpersonal Relationships
Wealth Management
TM1
Perspectives
Relational database applications
Macros/VBA
SQL
Python

Location

RBC CENTRE, 155 WELLINGTON ST W:TORONTO
Toronto
Canada

Work Type

Full time

Experience Level

Senior Manager
5+ years of related experience

Education Level

Accounting/Finance designation (CPA, CFA, or equivalent)

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits.

About the Company

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.