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Added 23 mins ago
Finance Manager
HEALWELL AI (TSX: AIDX)
Toronto, ON
$110,000 to $120,000 CAD / year
Full-time
…function. Reporting to the Corporate Controller, the Finance Manager will lead initiatives to optimize the Company's financial close, consolidation and reporting processes across a growing…
Added 23 mins ago
Senior Programmatic Operations Specialist
Cella
Toronto, ON · Greater Toronto Area, Canada
Contract
…trafficking, creative intake, and platform operations within Campaign Manager 360 (CM360). Beyond daily execution, you will play a pivotal role in driving operational efficiency -…
Added 25 mins ago
Manager, Category Insight
Give and Go Prepared Foods
Toronto, ON
Using both syndicated research, account data (Scintilla and MADRID) and ad hoc studies, the Category Insights Manager uncovers new ways to grow categories that will ultimately differentiate…
Added 25 mins ago
Senior Product Manager
Ratehub
Remote, Canada
Full-time · Remote
Ratehub is looking for a Senior Product Manager to join our growing Product team. Reporting directly to the Chief Product and Technology Officer, you will own the end-to-end product…
Added 40 mins ago
Senior Manager, Enterprise Portfolio Governance
Scotiabank
Toronto, ON
The Senior Manager, Enterprise Portfolio Governance leads the day-to-day operation and administration of enterprise portfolio governance practices within the Enterprise Delivery Office…
Added 40 mins ago
Manager, Talent & Development, and HR Analytics
Masco Canada
St. Thomas, ON · Masco Canada - St. Thomas
Full-time
WE ARE HIRING! Manager, Talent & Development, and HR Analytics (On-Site – St. Thomas, ON Office) – 14-Month Contract
Added 54 mins ago
National Account Manager Ecommerce
Stanley Black & Decker, Inc.
Mississauga, ON
Full-time
As a National Account Manager, eCommerce, you will be part of a dedicated team based in Mississauga, Ontario and reporting to the Vice President, Retail Sales.
Added 55 mins ago
Manager, Talent & Development, and HR Analytics
Masco Corporation
St. Thomas, ON · Masco Canada - St. Thomas
Full-time
WE ARE HIRING! Manager, Talent & Development, and HR Analytics (On-Site – St. Thomas, ON Office) – 14-Month Contract
Added 1 hour ago
Manager, Quota and Capacity Planning
Salesforce
Toronto, ON · Canada - Toronto
Full-time
3+ for Sn Analyst/ 5+ for manager years of work experience, ideally in Sales Operations, Sales Strategy, FP&A, or Finance, where business analysis and insights were in the DNA
Added 1 hour ago
Manager, Client Reporting
RBC
Toronto, ON
Full-time
Collect Advisor feedback on usability, customization, and feature gaps, translate data insights into actionable product features, and monitor adoption and impact using key metrics
Added 1 hour ago
Client Excellence Specialist
Dexterra
Mississauga, ON
$85,000 to $1,000,000 CAD / year
Full-time
As Manager, Client Excellence, you will lead and continuously improve the Client Excellence Program, connecting client feedback and relationship insights to measurable business outcomes.…
Added 1 hour ago
Manager, Commercial Development
ATCO Group
Calgary, AB
Full-time
Leverage market analysis, demand forecasting, data analytics, and customer insights to identify emerging growth opportunities and support investment decisions.
Added 1 hour ago
FP&A Manager
HEALWELL AI (TSX: AIDX)
Toronto, ON
Full-time
Reporting directly to the Director, FP&A the Manager, FP&A will drive financial planning, analysis, and strategic decision-making across the organization and its business units. This is an…
Added 1 hour ago
Senior Copywriter
Omnicom Precision Marketing
Toronto, ON
Full-time
Stay on top of cultural trends, technology developments and audience insights as they pertain to the work.
Added 1 hour ago
IT Financial Analyst
Georgian College
ON
…financial and procurement actions. The role leverages data analytics, reporting tools, and automation/AI enabled tools (e.g., Microsoft Copilot where available) to improve financial…
Added 1 hour ago
Vendor Relationship Manager - Property Claims
Aviva Canada
Markham, ON
Full-time
Strong analytical skills, with the ability to translate data into insights. Proficient with Excel and PowerPoint
Added 1 hour ago
Environmental Data & GIS Innovation Lead (Program Admin Officer 4)
The Government of Nova Scotia
Halifax, NS
Reporting to the Manager of Drinking Water and Water Resources, the Environmental Data and GIS Innovation Lead will play a pivotal role in driving data-driven environmental solutions,…
Added 2 hours ago
Manager, Collections
Rogers Bank
NB · Grand-Sault/Grand Falls, NB
Full-time
Use analytics and business insights to optimize collections strategies across the customer lifecycle.
Added 2 hours ago
Senior Digital Media Planner
Canspan BMG Inc.
Montreal, QC
Full-time
Knowledge of Google Analytics, Google Tag Manager, Google Merchant Center, Google docs/sheets/slides.
Added 2 hours ago
Sales Finance Manager
Fisher Bullock Executive Search Inc.
Mississauga, ON
Full-time
The Finance Manager, Sales & eCommerce is a key strategic business partner to the Sales, Revenue Management, Commercial Operations, and Commercial Finance teams. This role provides…
Added 2 hours ago
IT Financial Analyst
Georgian College
Barrie, ON
Full-time
…financial and procurement actions. The role leverages data analytics, reporting tools, and automation/AI enabled tools (e.g., Microsoft Copilot where available) to improve financial…
Added 2 hours ago
Human Resources Director
DM Lyons Consulting
Toronto, ON · Greater Toronto Area, Canada
$160,000 to $200,000 CAD / year
Full-time
…programs, strengthen HR service delivery, improve the employee and manager experience, and ensure investments in systems and processes deliver practical business value. The role requires a…
Added 2 hours ago
Senior Marketing Manager
SPECTRAFORCE
Toronto, ON
$55.2 CAD / hour
Contract
Recommend improvements and optimizations for acquisition campaigns based on insights derived from campaign analytics and reporting.
Added 2 hours ago
Talent Acquisition - Global Lead
DM Lyons Consulting
Toronto, ON · Greater Toronto Area, Canada
$140,000 to $160,000 CAD / year
Full-time
Experience with talent analytics, workforce insights, organizational development or organizational psychology.
Added 2 hours ago
Student, Jr. Analytics and Automation Developer (Winter 2027)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
Full-time
Analytics and Automation Centre of Excellence is a focused Network Services group responsible in advancing Network Services’ capabilities in automation, orchestration, data analytics,…

RBC

Manager, Client Reporting

Toronto, ON, Canada

Pay: $67,000.00 - $110,000.00
Job type: Full-time
Apply by: Oct 5, 2026
Experience: 3+ years of experience in the wealth management industry and/or client reporting
Posting language: English
Posted: Sep 21, 2026

Apply About employer

Applications open in a new tab.

Original job description

Job Description

What is the opportunity?

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.

What will you do?

Primary 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

What do you need to succeed?
Must have:

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

Nice-to-have:

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

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients

Job 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

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:

2026-04-13

Application Deadline:

2026-10-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

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.

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

The manager will serve as a subject matter expert to support client reporting applications by defining business requirements and managing the product roadmap. They will collaborate with stakeholders and technology teams to prioritize features and ensure reporting solutions meet advisor and client needs.

Requirements

Candidates must have a bachelor's degree in Finance or Business and at least 3 years of experience in wealth management or client reporting. Strong organizational, communication, and critical thinking skills are required to manage complex stakeholder environments.

Skills

Wealth management
Client reporting
Business requirements
Product roadmap
Backlog prioritization
Stakeholder management
Agile methodologies
Data visualization
Change management
Critical thinking
Problem solving
Communication
Presentation skills
Interpersonal skills
Operational support

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Client Reporting
Business Requirements
Product Roadmap
Backlog Refinement
Agile
Sprint Planning
Data Visualization
Change Management
CSC
CPH
Stakeholder Management
Operational Support
Financial Services
Reporting Tools
Usability
Market Analysis
Documentation
Training
Communication
Problem Solving
Critical Thinking
Interpersonal Skills
Strategic Planning
Client Experience

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