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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

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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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