Job Summary

Job Description

What is the opportunity?

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC). RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. RBC Funds, BlueBay Funds, PH&N Funds and RBC ETFs are offered by RBC Global Asset Management Inc. (RBC GAM Inc.) and distributed through authorized dealers in Canada. The RBC GAM group of companies, which includes RBC GAM Inc. (including PH&N Institutional) and RBC Indigo Asset Management Inc., manage approximately $680 billion in assets and have approximately 1,600 employees located across Canada, the United States, Europe and Asia.

Does the Global Asset Management segment interest you? If yes, then be sure to check out the “Sales Enablement Analyst” role below.

As a member of the Sales Technology & Analytics (ST&A) team you will be responsible for data analysis and reporting for Events, Sales practices and Sales technology team within Advisor channel sales. This is a great opportunity for someone who is interested in starting their career in data analytics and curious to learn more about the Asset management business.

What will you do?

Manage event reporting, data analysis and registration tracking (using Salesforce, Aventri, Excel, PPT).

Reporting & review of Dealer approvals (weekly, quarterly, event specific).

Research and manage Aventri contacts (reach out to advisors for additional information).

Sales Practices reports including expense audits (Concur, Salesforce).

Conduct regular internal monitoring and reporting of sales practices for all RBC GAM’s Individual Investor Business channels.

Gather and prepare all business materials and/or reporting on sales practices for internal and external audits.

Responsible for maintaining Salesforce data hygiene.

Support resolving sales team cases related to Genesys, data, analytics, and process automation.

What do you need to succeed?

Must Have

Advanced skills with sound working knowledge of PC platforms; high level of proficiency with word processing, spreadsheets, e-mail, internet, and presentation software (Excel, PowerPoint, Access and Word).

The successful candidate is well organized, detail oriented, able to manage multiple tasks and on-going projects, punctual and have a strong work ethic.

Amicable and persuasive verbal and written communication skills.

Self-starter with an acute attention to detail and excellent organizational skills.

Team player with the ability to work independently in an unstructured environment to meet tight timelines.

Nice to Have  

Base knowledge of National Instrument 81–105 in the mutual fund industry.

Experience with customer relationship management (CRM) software such as Salesforce.

Interest in the financial industry.

Experience with complex excel functions, VBA, SQL is an asset.

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

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities          

Job Skills

Business, Communication, Critical Thinking, Customer Relationship Management (CRM), Data Administration, Data Mining, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Management Reporting, Organizing, Quantitative Research, Research Documents, Salesforce (Software)

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:

2025-01-17

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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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.