What is the opportunity? Join RBC Investor Services as a Associate, Client Insight, will be managing client initiatives from conception through successful implementation. This role combines client engagement, requirements analysis, and cross-functional coordination to deliver tangible value while deepening RBC's understanding of client needs and strengthening partnership relationships.
In this role, you will manage end-to-end delivery of client-sponsored projects and initiatives, ensuring projects are scoped accurately, and delivered with excellence. This includes acting as the primary client interface while orchestrating internal resources and external partners to achieve project objectives.
What will you do?
Serve as the primary point of contact for assigned client-funded projects
Conduct detailed scoping sessions to understand project objectives, success criteria, timelines, and resource constraints
Facilitate kick-off meetings to establish expectations, governance, and communication protocols
Lead comprehensive requirements gathering sessions or discovery sessions with client stakeholders to business objectives and desired outcomes, current state processes and pain points and desired future state workflows and capabilities
Translate client requirements into business requirements for RBC teams (operations, technology, data, product)
Evaluate RBC's product offerings against client needs, and if applicable, communicate solution options and recommendations to clients
Collaborate with internal teams across multiple functions and assess feasibility and identify implementation approach and identify dependencies, risks, and mitigation strategies
Engage external vendors or technology partners required to deliver the project and facilitate client sign-off and acceptance of completed deliverables
What do you need to succeed? Must haves:
5+ years in Asset Servicing or Asset Management
Proven track record creating and executing digital adoption strategies
Strong understanding of data requirements, including data governance, reporting, analytics, and translating business needs into actionable data solutions
Proven experience working directly with asset managers and C-suite stakeholders with the ability to build trusted relationships and communicate effectively across senior leadership teams
Bachelor's degree in Finance, Business, or related field
Exceptional written and verbal communication abilities
Strong analytical and problem-solving capabilities
Nice-to-have:
Excellent client relationship building skills
Client relationship management experience
Project management experience
Consultative, solutions-oriented mindset
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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
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.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Job Skills Business Appraisals, Change Controls, Dealing with Disorder, Human Resources Policies, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Organizational Change Management, Overcoming Resistance to Change, Process 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: Contract (Fixed Term)
Pay Type: Salaried
Posted Date: 2026-09-11
Application Deadline: 2026-09-29
Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position 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 $67,000.00 - $110,000.00
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 chance 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.
📌 Associate, Client Insight & Data Delivery (Winnipeg)
🏢 RBC
📍 Winnipeg