2026 Wealth Management, Summer Analyst (4 months)

Job Description

What is the opportunity?

RBC Global Asset Management – Investment Products Advisory Group Co-op Student

Looking to start your career in Financial Services? RBC fosters a positive learning environment for students by providing the support and resources to help strategize your career path. Since we opened our doors in 1864, RBC has grown to become one of North America's leading diversified financial services companies. RBC Global Asset Management (RBC GAM) is a global asset manager with industry-leading investment management capabilities with teams located around the world. Globally, RBC GAM companies manage approximately CAD $500 B+ in assets on behalf of individual, high net worth and institutional investors. Phillips, Hager & North Investment Management is the division of RBC GAM responsible for serving institutional clients in Canada. RBC Global Asset Management Inc. is the manager of RBC Funds and PH&N Funds. Does the Global Asset Management segment interest you? If yes, then be sure to check out the co-op opportunity below

• The primary purpose of the role is to work with the Investment Products Advisory Group team of portfolio specialists and analysts, whose job it is to supports the promotion and positioning of RBC GAM investment solutions and capital markets views across Canadian retail and private client distribution channels. The team specializes in providing product support and producing impactful content and messaging in collaboration with our investment teams and marketing partners.

What will you do?

• Support the portfolio specialists and analysts with market and fund data requests from RBC GAM wholesalers and Investment Counsellors
• Source articles and craft messaging for weekly charts to support our sales partners
• Assist in the production of our Daily Market Update communication using internal web tools
• Maintain monthly fixed income reports and other regular reporting as required
• Assist with providing product and market-related material and charts and information to marketing and communication as needed
• Assist with coordinating conference calls and team meetings as required
• Participate in activities that are meaningful to the communication of product information to our client groups
• Administrative tasks as required

What do you need to succeed?

Technical skills

• Excellent computer literacy, particularly with Microsoft Excel, Powerpoint and Word
• Specific excel skills include:
  • Format data appropriately into list, chart, or graph forms
  • Manipulate, organize and retrieve data through the use of formulas and logic functions (particularly vlookups)
  • Knowledge of VBA is an asset although not required
• Experience with Bloomberg and Morningstar Direct would be an asset

Financial skills

• Good understanding of the economy and capital markets
• An understanding of the fundamental types of mutual funds and their structures
• An interest in investment management and desire to learn more about the industry

Soft skills

• Exceptional written communication skills, particularly distilling complex information
• Acute attention to detail
• Strong communication and interpersonal skills
• Comfortable working both independently and as a part of a group
• Excellent time management skills and experience in multi-tasking
• Ability to work efficiently in a fast-paced environment, under various time restrictions
• Passion and enthusiasm for learning about the inner workings of the economy and markets

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.

• 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 and make a difference
• Opportunities to building close relationships

Job Skills

Additional Job Details

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

I nclusion 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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