Associate, Relationship Management, Corporate Client Group

RBC; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Vancouver is seeking an Associate in their Corporate Client Group to support senior team members. The role includes researching clients, preparing documentation, and collaborating with internal partners. Ideal candidates have strong financial and analytical skills, proficiency in Excel and PowerPoint, and effective communication abilities. Opportunities for impactful work within a dynamic team environment are available.

Benefits

Dynamic team environment

Opportunities for challenging work

Qualifications

• Strong interpersonal and relationship building skills.
• Proficiency in Microsoft Office applications specifically Excel, PowerPoint and Word.
• Strong quantitative, financial and analytical skills with an ability to analyze company financial statements.
• Effective presentation and communication skills.
• High level of attention to detail in both written and financial work.
• Ability to perform well under pressure.

Responsibilities

• Actively research and provide updates on current or target clients.
• Prepare and manage documentation on client and revenue opportunities.
• Liaise with internal partners to provide exceptional service.
• Support idea generation activities through research and analysis.
• Prepare material for internal sales conferences.
• Work with the CCG Finance team on transactions.

Skills

Interpersonal skills

Financial analysis

Microsoft Excel

Relationship management

Presentation skills

Education

MBA

CFA

CPA

Tools

Microsoft PowerPoint

Job description

Overview

What is the opportunity?

RBC Corporate Client Group (CCG) is a team of senior coverage officers and credit experts providing a comprehensive range of corporate finance solutions to private mid-market and small cap public Canadian corporations. As Associate, CCG, you will report to the Director/Managing Director, Relationship Management. You will work directly with our senior team members and support them in serving current client needs and marketing target companies.

What will you do?

• Actively research and provide timely updates on current or target clients and prepare material for, and participate in, relationship development activities such as client presentations

• Prepare and/or manage documentation on new client and revenue opportunities for submission to internal decision-making committees

• Liaise with internal partners across RBC to ensure the provision of exceptional customer service to the portfolio of clients

• Support and contribute to idea generation activities through research, analysis of company financial statements as well as industry and market information, and preparation of client presentations

• Prepare material for internal sales conferences or analyze quarterly or annual operational performance data for the group to facilitate strategic decision-making initiatives, on an occasional basis

• Encouraged to work closely with the CCG Finance team to learn how they structure, deliver, close, and monitor syndicated and bi-lateral loan transactions, as part of the relationship responsibilities within the group

• Provide analysis and support to CCG Finance colleagues to support internal business case preparation

Qualifications

Must-have

• Strong interpersonal and relationship building skills

• Proficiency in Microsoft Office applications specifically Excel, PowerPoint and Word

• Strong quantitative, financial and analytical skills with an ability to analyze company financial statements

• Effective presentation and communication skills

• High level of attention to detail in both written and financial work

• Ability to perform well under pressure, meet time sensitive deadlines, prioritize work, multi-task responsibilities and devote appropriate attention to each assignment while working on multiple projects

Nice-to-have

• MBA, CFA or CPA

• Knowledge of credit and credit metrics

• Financial Modeling

• Work experience in corporate finance

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.

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

Job Skills

Credit Analysis, Financial Modeling, Financial Statement Analysis, Microsoft PowerPoint, Relationship Management, Time Management

Additional Job Details

Address: 666 Burrard St, Vancouver

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-25

Application Deadline: 2025-10-11

Inclusion and Equal Opportunity Employment

At 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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