Royal Bank of Canada

Associate, Portfolio Planning & Analysis

Royal Bank of Canada$67K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in business or commerce
  • 3+ years of experience in investment banking, business strategy, or corporate accounting
  • Strong proficiency in PowerPoint, Excel, Word and Outlook
  • Experience in creating materials for executive audiences
  • Skilled in synthesizing data into clear analyses and presentations
  • Ability to manage competing timelines and priorities effectively

Responsibilities

  • Synthesize financial data and project status into impactful analyses for executive decisions
  • Collaborate with various teams to create comprehensive spending reports and assess benefits and risks
  • Lead initiatives to improve project financial governance and reporting systems
  • Act as an unbiased voice in strategic discussions, assessing projects independently
  • Navigate complex stakeholder landscapes and competing priorities to unify information sources into cohesive processes
  • Promote integrity and transparency in project financial management

Benefits

  • Directly influence executive decision-making and investment agendas
  • Regular exposure to executives and key stakeholders
  • Varied hands-on experience across financial modeling, collaboration, and strategic planning
  • Opportunity to lead initiatives within a high-performing team with mentorship from senior leaders
  • Competitive compensation, performance bonuses, and professional development resources
  • Join a progressive culture promoting bold thinking and continuous improvement
Full Job Description
Job Description

What is the opportunity?

Are you energized by solving complex business problems and connecting the dots across organizational domains? Join RBC Investor Services' Transformation Office as a strategic partner to senior stakeholders and business leaders. In this role, you'll be the critical link between Project financials, execution, and decision-making - translating data into actionable insights that shape how we invest in our future.

You'll work directly with the Director, Transformation to provide real-time visibility into our strategic project portfolio, enabling leadership to make informed decisions on spend prioritization and resource allocation. This is a high-impact role, where your analysis drives board-level conversations and influences strategic direction. You will partner with a variety of internal stakeholders to provide comprehensive reporting on the project portfolio - where we spend, why and associated benefit and risk profiles.

What will you do?
  • Drive Strategic Insights: Synthesize financial data, project status, and market dynamics into compelling analyses that influence executive decision-making and board presentations
  • Tell the Portfolio Story: Partner with finance, project teams, and business leaders to build comprehensive reporting on where we spend, why, and the benefits and risks tied to each investment
  • Champion Process Improvement: Identify and lead initiatives to strengthen our project financial governance, reporting systems, and decision frameworks
  • Build Trust Across Organizations: Act as the objective voice in strategic discussions, assessing projects independently and serving as an escalation point for governance questions
  • Thrive in Ambiguity: Navigate competing priorities, emerging challenges, and complex stakeholder landscapes - you'll be the "glue" connecting disparate teams and information sources into cohesive process
  • Help promote a culture of integrity by promoting open, honest and transparent dealing in the day-to-day management of projects financials, working with the team to act as an escalation point, as appropriate


What do you need to succeed?

Must-have
  • Undergraduate degree in business or commerce
  • 3+ years' experience in investment banking, business strategy, advisory, corporate accounting, FP&A or similar roles
  • Strong proficiency in PowerPoint, Excel, Word and Outlook
  • Experience in preparing materials and presentations for executive audiences
  • Experience synthesizing data from multiple sources into clear, articulate analyses and / or presentations
  • Ability to effectively manage competing timelines and priorities for multiple teams


Nice-to-have:
  • Exposure to project management, portfolio management, or transformation initiatives
  • Experience working in matrix or ambiguous organizational environments
  • Familiarity with project governance frameworks or strategic planning methodologies


What's in it for you?

  • Direct Impact: Your analysis directly influences the investment agenda and executive decision-making
  • High-Visibility Exposure: Partner regularly with executives and key business stakeholders
  • Hands-On Variety: No two weeks are the same-you'll shift seamlessly between deep financial modeling, stakeholder collaboration, process design, and strategic planning
  • Growth & Ownership: Lead your own initiatives within a small, high-performing team; chart your career trajectory with strong mentorship from senior leadership
  • Best-in-Class Total Rewards: Competitive compensation, performance bonus, flexible benefits, and professional development support
  • Progressive Culture: Join a team that values bold thinking, continuous improvement, and making a difference


Job Skills
Business Appraisals, Business Case Reviews, Business Process Design, Business Process Improvements, Business Process Modeling, Configuration Management (CM), Crisis Management, Effectiveness Measurement, Financial Analysis, Financial Planning, Implementation, Management Reporting, Project Financial Reporting, Requirements Analysis, Workflow Analysis

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:
2026-06-04
Application Deadline:
2026-06-18
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.

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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