2026 Wealth Management, Fall Advisor Channel Sales Co-op (8 month)

Job Description

About RBC Global Asset Management

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada, managing approximately $680 billion in assets with 1,600 employees across Canada, the United States, Europe, and Asia. We provide global investment management services through mutual funds, ETFs, and specialized investment strategies to institutional, high-net-worth, and individual investors.

The Opportunity

Join the Sales Technology & Analytics (ST&A) team supporting our Advisor Channel Sales (ACS) division—a national team of wholesalers and business development managers promoting RBC GAM mutual funds, ETFs, and SMAs to Canadian Investment Advisors.

Key Responsibilities

Sales Data Management

• Categorize daily sales transactions and assign rep codes to investment advisors
• Complete monthly metrics reporting on data categorization progress

Advisor Prospecting & Reporting

• A focus is placed on advisor prospecting. The student will complete a variety of routine tasks, utilizing tools such as Excel and SQL, to find and communicate new advisors to the national sales team as well as produce reports analyzing prospecting progress.

CRM Reporting & Data Hygiene

• Run and format a variety of standard and ad hoc reports from the CRM system to support the Sales Operations Team and the ACS Leadership Team.
• Lead "data hygiene" effort in on our CRM system to ensure accurate quality data.

Event Support

• Participate in event planning and pre-event reporting for ACS conferences

Sales Initiative Tracking

• A focus is also placed on tracking the success of various sales initiatives. The students will create Excel reports that analyze the progress of our sales initiatives and the net benefits.

Innovation & AI Integration

• Leverage RBC’s internal AI tools to enhance reporting efficiency and automate existing ST&A workflows
• Design and build AI agents using RBC’s internal AI platform to streamline processes for the Advisor Channel Sales team
• Participate in unique projects such as software integration and process improvement initiatives

Administrative Support

• Complete administrative tasks as required

Required Qualifications

Technical Skills

• Advanced Microsoft Excel proficiency, including:
  • Pivot tables (create and update)
  • Formulas and logic functions (particularly VLOOKUP)
  • Sort and Filter functions for large datasets
  • Macro creation and manipulation
  • Data visualization (charts and graphs)
  • VBA and SQL knowledge (asset, not required)
• Proficiency with Microsoft Office Suite
• Ability to learn new platforms (Salesforce, Tableau, SharePoint)
• Knowledge of generative AI tools for prompt engineering, AI agent development, and report generation

Financial Knowledge

• Basic understanding of the Canadian Securities Industry and regulatory environment
• Familiarity with mutual fund types and structures (asset, not required)
• Interest in Investment Management

Core Competencies

• Strong analytical and problem-solving abilities
• Exceptional attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively
• Strong time management and multitasking capabilities
• Ability to thrive in a fast-paced environment with competing deadlines

Please note: 

In order to be eligible for these student positions, you must either: 

• Be returning back to school after the work term end-date; or 
• If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully

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
• A world-class training program in financial service

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

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. RBC supports pay transparency and we strive to ensure all pay ranges and competitive, fair, and equitable. Your actual pay is determined by a number of factors, including your experience, skills and education.

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.

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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.

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.