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About the Role
We are seeking a highly motivated and detail-oriented individual to support Wealth Management Canada's (WMC) client reporting applications and future-state experience. In this role, you will serve as a subject matter expert and bridge between business stakeholders, technology teams, Investment Advisor/Counselor teams, and clients. You will translate business requirements, execute on the product vision and roadmap, and set backlog prioritization. Through strategic collaboration and ongoing support, you will ensure that WMC’s client reporting solutions deliver exceptional value and meet evolving market demands.
Responsibilities
- Define, document, and communicate clear business requirements aligned with WMC's strategic client reporting objectives, Advisor and Client needs and business value
- Prioritize and deliver features that empower Advisors to deliver superior client reporting experiences and streamline operational processes
- Collect Advisor feedback on usability, customization, and feature gaps, translate data insights into actionable product features, and monitor adoption and impact using key metrics
- Manage backlog refinement based on business value, market impact, and Advisor operational needs
- Actively participate in project meetings, sprint planning, and Agile ceremonies to set goals, clarify priorities, and drive progress
- Work with business stakeholders to develop training materials, documentation, and support resources for Advisor adoption
- Coordinate readiness and go-to-market activities, including field communications and training
- Support the day-to-day operations of WMC's client reporting applications and investigate field inquiries
Requirements
- Bachelor's degree in Finance, Business, or a related field
- 3+ years of experience in the wealth management industry and/or client reporting
- Detail-oriented with strong organizational and problem-solving skills
- Critical thinking discipline with ability to think outside the box and consider innovative approaches
- Excellent verbal and written communication, presentation, and interpersonal skills
- Ability to work effectively in situations involving rapid change and shifting priorities
- CSC and CPH considered an asset
- Familiarity with reporting tools and data visualization platforms
- Experience defining, documenting, and managing business requirements in complex, stakeholder-driven environments
- Proven collaboration and change management skills
- French language skills considered an asset
Skills
- Business Analytics
- Change Management
- Client Centricity
- Client Reporting
- Collaboration
- Critical Thinking
- Cross-Functional Teamwork
- Customer Trends
- Interpersonal Relationship Management
- Prioritization
- Problem Solving
- Product Development Lifecycle
- Product Development Methodology
- Product Services
- Professional Presentation
- Reporting Solutions
- Results-Oriented
- User Feedback
- Wealth Management
Location
- Toronto, Canada
Work Type
- Full time
Education Level
- Bachelor's degree in Finance, Business, or a related field
Salary/Compensations
- $67,000.00 - $110,000.00
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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.