About the role#
This is an 8-month co-op position for the Winter 2027 term. You will join the Sales Technology & Analytics team within RBC Global Asset Management. The team supports the Advisor Channel Sales group, which works with investment advisors across Canada to promote mutual fund solutions. You will work on-site in Toronto on a full-time basis.
What you'll do#
- Sort daily sales alerts to identify transactions and match them with the correct investment advisor.
- Conduct advisor prospecting and track the progress of these efforts through regular reporting.
- Run and format standard and ad hoc reports from the CRM system for the Relationship Liaison and Management teams.
- Lead data hygiene initiatives to ensure high-quality information within the CRM.
- Participate in planning and reporting for sales events and conferences.
- Create new tools or reporting processes to improve team efficiency.
- Analyze the success of various sales initiatives using Excel.
What you'll need#
- Current enrollment in a program related to Finance, Data Science, Business Administration, or Mathematics.
- Strong computer literacy, specifically with the Microsoft Office Suite.
- Ability to use Excel for pivot tables, formulas, VLOOKUPs, and macros.
- Knowledge of SQL and VBA.
- Basic understanding of the Canadian Securities Industry and mutual fund structures.
- Ability to solve problems quickly while interpreting data.
- Strong attention to detail and communication skills.
Location & details#
- Location: Toronto, Ontario, Canada.
- Term: Winter 2027 (8 months).
- Modality: On-site.
- Employment Type: Full-time, paid.
About RBC
RBC is a global financial institution based in Toronto, Ontario. It operates as Canada's largest bank and maintains a presence in the United States and 27 other countries. The company employs over 100,000 people and serves more than 17 million clients. Its business model covers banking, investing, insurance, and capital markets.
How to get in at RBC
Securing an internship at RBC requires speed and preparation. Because the bank receives a high volume of applications, timing is critical. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first. Early applicants get seen before the pile grows, which helps you avoid getting lost in the system. Beyond speed, you should focus on networking with the right people. Intern Insider surfaces the recruiters behind the company's roles so you can reach out directly to ask about the role or a referral. This direct approach materially improves response rates compared to submitting a cold application.
