Senior Manager, Planning & Analytics

Job Description

What is the opportunity?You will join the Channel Performance, Initiatives & Analytics team in RBC’s Digital & Personal Distribution (DPD), and play a critical leadership role in shaping the Advice Centre sales planning and cost analytics that inform senior executive decision-making. This role is accountable for end-to-end sales planning, forecasting and performance tracking, as well as comprehensive cost analysis, including cost-to-serve and cost allocation methodologies.

You will lead strategic planning initiatives across the Advice Centre, partnering closely with LOBs, Mega Journey & COEs, Workforce Management, Marketing, Finance, and Operations to drive sustainable growth, efficiency, and improved client outcomes.
What will you do?

Lead the development, maintenance, and continuous enhancement of sales planning and forecasting models for the Advice Centre, ensuring accuracy, scalability, and alignment with business strategy

Own end-to-end forecasting processes, including assumptions, scenario analysis, sensitivities, and performance tracking versus plan

Develop and deliver cost analytics, including cost-to-serve, unit economics, and cost allocation models to support investment decisions and profitability analysis

Translate complex analytical insights into clear, actionable recommendations for senior executives and business leaders

Partner with Lines of Business, Mega Journey & COE, Workforce Management, and Marketing to align sales plans, demand forecasts, campaigns, and capacity strategies

Lead cross-functional initiatives from concept to execution, managing timelines, stakeholders, risks, and outcomes

Establish consistent planning and performance management routines, including targets, KPIs, and governance forums

Support strategic initiatives and business cases with robust financial modeling, forecasting, and scenario analysis

Proactively identify opportunities to optimize sales performance, client experience, and operating efficiency through data-driven insights

Build strong partnerships across analytics, data, and technology teams to ensure high-quality data, sustainable models, and scalable reporting solutions

Collaborate cross-functionally with data experts and business partners, effectively managing multiple priorities, ad-hoc requests, and long-term initiatives in a fast-paced environment

What do you need to succeed?
Must-have

Proven experience in sales planning, forecasting, and analytics within a complex, multi-stakeholder environment, with a focus on performance management and delivering strategic business insights

Demonstrated expertise in building, updating, and governing forecasting and financial models, including scenario and sensitivity analysis, to anticipate business performance and identify opportunities

Strong experience leading initiatives end to end, from problem definition through execution and executive delivery

Excellent business acumen with the ability to connect analytics to strategy, financial outcomes, and client impact

Exceptional communication and storytelling skills, with proven experience presenting insights and recommendations to senior executives

Advanced proficiency in Excel and PowerPoint, with the ability to simplify complex analysis into executive-ready materials

Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively

Nice-to-have

Background in financial planning & analysis (FP&A), cost management, or profitability analytics

Knowledge in channel operation including the Advice Centre, Digital, and/or Physical Network channels

Experience in supporting sales-driven distribution channels, cost-to-serve methodologies, activity-based costing, or allocation frameworks

Knowledge of data management principles, data pipelines, and best practices in handling large datasets

Experience with Tableau for data visualization and dashboard development

Undergraduate degree in business, mathematics, statistics, computer science, engineering, economics, or related quantitative field

MBA, CPA, or equivalent professional designation is an asset

What’s in it for you? We thrive on the challenge to be our best, progressive…