What is the opportunity?

RBC Investor Services (RBCIS) is a premier provider to the world's leading asset managers and financial institutions. Our unique domestic and cross-border fund solutions, combined with the expertise of our 5,500 professionals in 15 markets, enable our clients to achieve their ambitions through efficiency improvements and robust risk management practices.

With approximately CAD $3.1 trillion in client assets under administration, we rank among the world's top 10 global custodians. We administer over 6,700 funds, produce approximately 1.99 million net asset valuations (NAVs) and serve approximately 9.9 million shareholders. We also have the widest transfer agency network in the market and are a top-ranked international securities lending service, covering 13 world markets.

In this role, located at the RBC Halifax Innovation Hub in Bedford NS, you will analyze cross-border investment income data for client investments in specific countries and regions globally to determine Relief at Source (RAS) and Reclaim requirements, and collaborating with colleagues to ensure quality is maintained. You will develop expertise and own tax operations processes (including Relief at Source and Tax Reclaims), including expertise in tax regulations and compliance requirements.  You will proactively manage and monitor renewal & reclamation production, maintaining visibility to senior team members, and ensuring best-in-class custody service to RBC Investor Services clients.

What will you do?

• Analyze cross-border investment income data for client investments in specific countries and regions globally to determine and monitor Reclaim opportunities
• Collaborate with Senior Administrators, Tax Operations and Manager, Tax Operations to ensure quality is maintained and enhanced efficiencies
• Build expertise in tax operations processes & tasks (Reclaim and Relief At Source) for specific countries and regions globally and deepen knowledge in tax regulations and requirements
• Proactively manage process related to exemption & refund statuses, maintaining visibility to managers
• Escalate issues and possible risks in a timely manner
• Applying a client-centric mindset, ensure accurate and prompt production for enhanced client experiences & outcomes
• Adherence to Policy & Procedural guidelines, including monitoring for pertinent revisions

What do you need to succeed?

Must-have:

• Strong analytical capability with ability to manipulate data to identify trends
• Proficiency in MS Office product suite, particularly MS Excel & MS Access
• Discipline in time management, attention to detail and organizational skills
• Comfort managing multiple tasks and meeting time-sensitive deadlines
• Ability to mentor others
• Diploma/Degree in a related field, and/or 1-2 years’ experience in operational environments

Nice-to-have:

• 1-2 years’ experience in a Tax Operations field or tax related business

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.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities. 
• Access to a variety of job opportunities across business.

Job Skills

Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

Additional Job Details

175 WESTERN PKY:BEDFORDBedfordCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-07-032026-07-18

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.