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Manager, Investor Services Finance

RBC Capital

RBC Capital

Accounting & Finance
Toronto, ON, Canada
Posted on Jul 12, 2025

Job Summary

Job Description

What is the opportunity?

The Manager, Investor Services (IS) Finance – Revenue will be responsible for Performance Management Activities and Business Advisory Support for Investor Services for Balance Sheet and Revenue.

What you will do?

  • Point person for production of consolidated IS Revenue Forecast & Planning and monthly financials, including intra-month estimates and Revenue related deliverables for WM Platform.
  • Partner with IS Business, Corporate Treasury, and Enterprise Finance teams to foster ongoing collaboration, advice and gain a thorough understanding of our revenue and balance sheet results with compelling storytelling in our commentaries.
  • Assist with the development, maintenance and enhancement of complex revenue and balance sheet financial models to support strategic and regulatory reviews including enterprise-wide stress testing and sensitivity analysis.
  • Develop accurate monthly revenue business advisory analysis and reporting as part of IS consolidated Operating results, including relevant metrics; and to ensure end-to- end transparency of reported information.
  • Identify and perform relevant trend analysis to facilitate discussions on risk and opportunities; and provide advice to IS leadership on meeting financial targets and optimize investment decisions.
  • Collaborate with IS teams to foster an environment of financial discipline, transparency, and accountability.
  • Partner with Financial Controls team to ensure effective controls and governance oversight over monthly close, P&L analysis, balance sheet review and attestation, financial disclosures
  • Continuously improve process, find opportunities to standardize, automate and free-up capacity for value-add analysis and insights
  • Address ad-hoc requests as applicable to IS Revenue in a timely manner

What you need to succeed?

Must Have

  • 3+ years of post-qualification experience in finance with exposure to business planning process
  • Advanced proficiency in MS Office including Power BI, Excel and PowerPoint
  • Highly developed interpersonal skills for effective collaboration and building relationships at various organization levels
  • Self-motivated – ability to work both independently and collaboratively with multi-functional teams
  • Strong business acumen, problem solving and analytical mindset
  • Strong ability to deal with ambiguity, multiple data sources, and translating data/analysis into key messages and insights
  • Strong communication and presentation skills

Nice to Have

  • CPA, CFA or similar financial designation, or MBA or equivalent education.
  • Knowledge of RBC financial systems such as EPM, SAP and Peoplesoft.
  • Experience with financial modelling and transfer pricing revenue

Job Skills

Accountability, Accounting, Analysis and Reporting (Inactive), Balance Sheets, Business, Business Analytics, Critical Thinking, Decision Making, Financial Planning and Analysis (FP&A), Interpersonal Relationships, Monthly Close Process, Oral Communications, Personal Initiative, Profit and Loss (P&L) Analysis, Revenue Projections, Strategic (Inactive)

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:

OFFICE OF THE CFO

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-11

Application Deadline:

2025-07-28

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.

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