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: 2025-09-29 Application Deadline: 2025-10-13 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
