Equipment Finance Specialist

Royal Bank of Canada>; Quebec; On-site; CAD 60,000 - 90,000; Full time

Job summary

A major Canadian bank seeks a dedicated sales professional for equipment financing solutions to enhance client relationships and drive client acquisition. The successful candidate must demonstrate proven sales ability, strong communication skills, and the capability to work both independently and collaboratively. Bilingualism (English and French) is essential for servicing a diverse clientele. This full-time position offers a dynamic and supportive work environment in Quebec.

Benefits

Networking opportunities

Professional development and coaching

Dynamic work environment

Qualifications

• Proven sales ability to consistently meet and exceed sales targets.
• Ability to read and analyze financial statements.
• Strong understanding of business strategies for selling equipment financing solutions.
• Ability to work independently and remotely.
• Excellent communication skills.

Responsibilities

• Build a prospect list and advance client relationships.
• Provide financial and business advice tailored to client needs.
• Develop personal sales plans and strategies.
• Expand network of contacts to leverage business opportunities.
• Act as a resource for business development activities.

Skills

Sales ability

Financial statement analysis

Sales techniques

Networking

Communication skills

Risk assessment

Bilingualism

Education

2-3 years of experience as Relationship Manager

Tools

Synergie

IPI

Lead

Job description

Overview

As part of a national sales force, you contribute to RBC’s success by acquiring and retaining new clients. You will be responsible for providing professional advice and solutions to meet clients’ overall equipment financing needs while increasing revenue and client loyalty. You will prioritize and achieve business objectives through sales plans to acquire new clients and provide new or additional equipment financing solutions to existing RBC clients within your defined market territory. You will also need to provide targeted financial advice and solutions to meet the client’s business and financial goals. You will need to collaborate with internal stakeholders and other colleagues from different areas of RBC to drive client loyalty and deepen long-term profitable client relationships.

Responsibilities

Client Experience

• Build a prospect list, advance the relationship with each client and actively search for new clients to meet acquisition targets.
• Participate in banking / financial services industry activities, with a focus on the local market to further confirm industry and professional expertise.
• Establish and maintain an active referral network.
• Provide financial and business advice using a unique value proposition; present solutions that clearly describe the benefits to the client; help the client understand options, choose proposed solutions, and implement them.
• Identify opportunities and refer clients to RBC partners to meet broader advice needs.
• Understand client financial situations and leverage knowledge across RBC in pre-contact planning discussions for client meetings to maximize time and demonstrate business interest.
• Take ownership of customer problems at first contact by leveraging partners to effectively resolve problems.

Client Solutions and New Client Acquisition

• Develop a personal sales plan and review results; schedule monthly/quarterly meetings to adjust activities to meet the plan.
• Using input from applicable RBC partners, develop sales strategies that address the needs of all clients and prospects to increase revenue, profitability, and client loyalty; document Client Relationship Plan activities and track activities for each client strategy.
• Use tools to support sales routines, participate in team meetings, and document all communications and sales results in the Sales Pipeline tool; provide monthly/quarterly feedback on performance against goals.
• Expand network of internal and external contacts to leverage business opportunities and referrals; develop industry expertise as required.
• Act as the primary resource for partners to introduce COIs and/or support new client acquisition through business development activities.

What you need to succeed

Must-Have’s

• Proven sales ability to consistently meet and exceed sales targets
• Ability to read and analyze financial statements
• Strong sales techniques and understanding of business strategies to sell equipment financing solutions
• Ability to work independently remotely
• Ability to develop strong networks of business and industry relationships
• Excellent communication skills
• Proven ability to assess credit and minimize risk
• Great desire for achievement
• Demonstrates innovation and global perspective
• Use of tools such as Synergie, IPI, Lead
• External representation by presentation or participation in events
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Assets

• Minimum 2-3 years of experience working as a Relationship Manager, Commercial Financial Services

What’s in it for you?

We strive to meet the challenge of being our best mind, 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, realize our potential, make a difference for our communities and achieve mutual success.

• Network and develop lasting relationships with students from diverse backgrounds across Canada
• Participate in fun events and gamification challenges to help you build your career toolkit while enjoying work-life balance.
• Leaders who support your development through coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and high-performing team
• Ability to make a difference and lasting impact
• Enjoy a comfortable working environment with the possibility of dressing casually

Job Details

• Address: 700 PLACE D'YOUVILLE : QUÉBEC
• City: Québec
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-08-22
• Application Deadline: 2025-09-30
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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. 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.

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