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2024 Global Asset Management, Adviser Channel Sales Analyst (8 months)

Logo of RBC


7d ago

🚀 Off-cycle Internship


20hrs left

AI generated summary

  • You must have strong technical skills in Microsoft Excel, ability to analyze data, basic financial knowledge, and excellent communication skills to excel in this role.
  • You will analyze sales alerts, prospect new advisors, create reports, assist with event planning, maintain CRM data accuracy, track sales initiatives, and work on unique projects to improve business processes.

Off-cycle Internship

Banking & FinanceToronto


  • 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 $615 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. PH&N Funds is a 9x winner of the Lipper Awards for “Best Overall Fund Group” (most recently in 2021) and 10x winner for “Best Bond Fund Family” (most recently 2020). RBC Funds won the Lipper Awards for “Best Bond Fund Family” in 2009 and has won the “Best Overall Fund Group” 3 times (most recently in 2014). RBC GAM has also been recognized 3x as the Best Bond ETF Group (most recently in 2021). Does the Global Asset Management segment interest you? If yes, then be sure to check out the co-op opportunity below!
  • As a member of the Sales Technology & Analytics (ST&A) team, the primary purpose of the role is to provide support to the Advisor Channel Sales (ACS) Management Team, a national team of wholesalers, and inside business development managers whose mandate is to promote and support the sale of RBC Global Asset Management mutual funds to Canadian Investment Advisors.


  • Working towards an undergraduate degree at a Canadian post secondary institution
  • Technical:
  • Excellent computer literacy, particularly with the Microsoft Office Suite, and an ability to learn new programs (i.e. Salesforce, Tableau, SharePoint).
  • Specific to Microsoft Excel skills, candidates must have the ability and knowledge to:
  • Create and update pivot tables.
  • Manipulate, organize and retrieve data through the use of formulas and logic functions (particularly vlookups).
  • Utilize the 'Sort' and 'Filter' functions to efficiently organize large files of data.
  • Create and manipulate macros to improve the efficiency of reporting.
  • Format data appropriately into list, chart, or graph forms.
  • Knowledge of VBA & SQL is an asset although not required (Nice to have).
  • Financial:
  • Basic knowledge of the Canadian Securities Industry and regulatory environment.
  • An understanding of the fundamental types of mutual funds and their structures. (Nice to have)
  • An interest in Investment Management.
  • Soft:
  • Ability to quickly solve a problem while analyzing and interpreting data.
  • Keen 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.
  • Please note: To be eligible for these student positions, you must either:
  • Be returning 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

Area of Responsibilities

Banking & Finance


  • Sort through the daily sales alerts, identifying uncategorized transactions and following a multi-step search process to attach rep codes to their appropriate investment advisor. A metrics report will be completed at the end of each month to record progress.
  • 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.
  • Students are strongly encouraged to create new tools to improve efficiencies in existing processes. Students are also encouraged to go beyond existing processes and create entirely new reporting processes and data analytics if an opportunity to do so is found.
  • Run and format a variety of standard and ad hoc reports from the CRM system to support the Relationship Liaison Team and the ACS Management Team.
  • Participate in event planning and pre-event reporting for ACS events and conferences.
  • Lead “data hygiene” effort in on our CRM system to ensure accurate quality data.
  • 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.
  • As the nature of the ST&A team involves constantly working on ways to improve the way business is done, there are various opportunities for students to get involved in unique projects, such as the integration of new software.
  • Administrative tasks as required.


Work type

Full time

Work mode


Application deadline

May 20, 2024