2026 Wealth Management, Summer Finance Analyst (4-16 months) at Royal Bank of Canada

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

0.0

Posted On

14 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative, Analytical Skills, Critical Thinking, Relationship Management, Collaboration, Time Management, Investment Management, Tax Software Skills, Market Intelligence, Research

Industry

Financial Services

Description

Job Description Your application will be considered for roles across these business areas within RBC Wealth Management: RBC Dominion Securities RBC PH&N Investment Counsel RBC Royal Trust RBC Private Banking RBC Wealth Management Financial Services RBC Global Asset Management What is the opportunity? We are seeking summer interns across several Finance Analysts roles to join the Wealth Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst, etc.). Success in this role will require someone who is highly organized and detail-oriented with a strong focus on accuracy and thoroughness. Students must demonstrate exceptional communication skills, ability to collaborate across teams, particularly in a fast-paced, dynamic environment. The student will have the opportunity to gain insight into how investment decisions are made, and client relationships are managed within Wealth Management. What will you do? Support product initiatives by preparing ad-hoc reports and assisting in related projects Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities Develop and test investment models to assist new investment solutions development process Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials Participate in the investment policy statement development process for funds and segregated accounts Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint Performing research and providing answers for customer generated inquiries. Documenting processes or upgrading existing procedure manuals. Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved Monitor team mailbox, respond to inquiries and report user statistics Compile data for monthly reports and other regular reporting as required Update CRM system (Salesforce) to capture key business development activities. What do you need to succeed? Must have: Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel). Excellent analytical and critical thinking skills, with high attention to detail. Good knowledge of regional and local financial markets, economic disciplines, and regulation Displays strong competencies in relationship management, collaboration, and time management Excellent written and oral communication skills Good understanding of the economy and capital markets An interest in investment management and desire to learn more about the industry Tax software skills (Taxprep would be an asset) Nice to have: Experience leading small projects or small/medium enhancements. Has successfully managed multiple small projects or initiatives simultaneously. Previous experience working with investment advisors/counsellors and/or portfolio managers Familiarity with Morningstar, eVestment, Bloomberg, Trade Order Management Systems is a plus Experience using Salesforce (CRM). Passion and enthusiasm for learning about the inner workings of the economy and markets Please note: In order to be eligible for these student positions, you must either: Be returning back to school after the work term end-date; or If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully 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. 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 A world-class training program in financial service Job Skills Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative 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: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-12-13 Application Deadline: 2026-01-19 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 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Responsibilities

The intern will support product initiatives by preparing reports, assisting with market intelligence, and developing investment models. They will also participate in the investment policy statement development process and assist with day-to-day oversight of the business.