Job Description
Enhance your data analytics career with RBC Global Asset Management in Toronto. This Advisor Channel Sales position utilizes advanced Excel and AI tools to support investment advisers and generate reports.
As a data analyst within the Sales Technology & Analytics team, you'll manage and categorize daily sales transactions while identifying key advisor prospects. This role focuses on performing CRM reporting, maintaining data hygiene, and supporting ACS event planning through insightful analytics.
Key Responsibilities:
• Manage daily sales transactions efficiently
• Identify recent advisor prospects for reporting
• Conduct CRM reporting and ensure data accuracy
• Support event planning with detailed reporting
• Integrate AI tools for enhanced process efficiency
Requirements:
• Advanced Excel skills, including macros
• Proficient in Microsoft Office Suite
• Familiar with CRM systems and data analysis
As a data analyst within the Sales Technology & Analytics team, you'll manage and categorize daily sales transactions while identifying key advisor prospects. This role focuses on performing CRM reporting, maintaining data hygiene, and supporting ACS event planning through insightful analytics.
Key Responsibilities:
• Manage daily sales transactions efficiently
• Identify recent advisor prospects for reporting
• Conduct CRM reporting and ensure data accuracy
• Support event planning with detailed reporting
• Integrate AI tools for enhanced process efficiency
Requirements:
• Advanced Excel skills, including macros
• Proficient in Microsoft Office Suite
• Familiar with CRM systems and data analysis
Ready to Apply?
Take the next step in your AI career. Submit your application to RBC today.
Submit Application