Manager, Portfolio Planning

Manager, Portfolio Planning

What is the opportunity?

We are seeking a Manager, Portfolio Planning on the Strategy and Planning team in Technology & Operations at the Royal Bank of Canada. PBD&DT Operating Office is responsible for delivering critical data insights and operational support that drive strategic decision-making across our portfolio. You will work on Planview/MIS, Portfolio control, SAP report analysis, Tableau reports and contribute to executive and financial reporting. This role offers exposure to end-to-end data workflows, from collection and analysis to executive-ready visualizations, making a tangible impact on how RBC manages its project and vendor ecosystems.

What will you do?

• Support and maintain MIS/Planview system operations and data integrity
• Analyze portfolio data to identify trends, assess risks, and optimization opportunities
• Reconcile the professional fees in MIS system against vendor invoices to ensure accuracy
• Collaborate with finance partners to address inquiries regarding capitalization and impairment
• Compile and visualize data for financial reporting, transforming raw data into compelling PowerPoint presentations
• Identify and automate repetitive data processes to enhance operational efficiency
• Develop dashboards and reports that track key performance indicators and critical business metrics
• Execute data validation and quality assurance procedures to maintain accuracy and consistency
• Document processes and findings to support knowledge transfer and continuous improvement
• Engage with business partners to clarify requirements and ensure analytical accuracy and alignment

What do you need to succeed?

Must-have

• Currently enrolled at a Canadian post-secondary institution with a focus on business/finance, data analytics, computer science, or related field
• Excellent interpersonal and highly developed communication skills (verbal and written)
• Creative and analytical thinker who is self-driven and capable of working in a fast-paced environment
• Proficient in MS Office – Word, Outlook, Excel, and PowerPoint

Nice-to-have

• Knowledge of Automation Tools, such as Power Automate
• Knowledge of BI/Visualization Tools, such as Tableau and Power BI
• Experience with Planview or similar project/portfolio management systems
• SQL or Python scripting for data manipulation
• Experience with financial or vendor management processes
• Foundational knowledge of accounting principles and financial management practices
• Transferable Skills: Communication, Time Management, Leadership, Stakeholder Engagement, Analytical Thinking, Problem Solving, Results-Driven, Curiosity, Strategic Thinking

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
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work

Job Skills

Adaptability, Budgeting, Business Oriented, Cross-Team Collaboration, Decision Making, Information Technology (IT) Projects, Interpersonal Relationship Management, Long Term Planning, Resource Management, Vision Alignment

Additional Job Details

RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOTorontoCanada37.5Full timeTECHNOLOGY AND OPERATIONSRegularSalaried2026-05-052026-05-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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.