Relationship Manager, Commercial Financial Services

RBC; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A major financial institution in Montreal is seeking an experienced advisor to provide top-tier financial advice and manage client relationships. This senior role emphasizes business development, credit analysis, and portfolio management. Ideal candidates will have 3-5 years of commercial banking experience, a strong track record in client management, and bilingual capabilities in English and French. Enjoy competitive compensation, bonuses, and professional growth opportunities within a dynamic team.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

World-class sales training

Work-life balance

Professional growth opportunities

Qualifications

• 3-5 years of commercial banking experience required.
• Proven track record in business development and client relationship management.
• Credit skills including risk assessment and financial analysis.

Responsibilities

• Apply past business development experience for prospecting.
• Demonstrate portfolio management and risk mitigation.
• Provide exceptional client experience with financial advice.

Skills

Adaptability

Business Development

Client Centricity

Communication

Critical Thinking

Curious Mindset

Financial Acumen

Practice Management

Education

University degree in commerce or business administration

Job description

Job Description

What is the opportunity?

Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end‑to‑end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs. This is a senior role in which your highly developed experience with financial analysis, credit, and client acquisition relationship takes centre stage. Your finely honed solution‑development skills, combined with your innate business acumen, portfolio management expertise, and knack for client service, sets the stage for success.

What will you do?

• Apply your past business development experience for prospecting, and lead generation, to new and existing clients
• Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring
• Provide an exceptional client experience by delivering superior business and financial advice
• Leverage the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners
• Collaborate and coordinate with the various teams to develop and execute a client contact strategy
• Champion digital enablement by becoming an advocate of the RBC mobile application and wallet, promoting regular usage through educating and guiding clients on how to use it

What do you need to succeed?

Must-have

• Minimum 3-5 years commercial banking experience
• Proven track record in business development and exceptional client relationship management
• Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
• Specialized industry expertise in a past role (e.g., real estate, healthcare, agriculture)
• Experience with emerging communications and technology (i.e., web‑based meetings, social media, Digital Banking and Mobile Applications)
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French‑speaking needs

Nice-to-have

• Strong communication and presentation skills
• Deep products and services knowledge dependent on industry specialization
• New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)
• University degree, ideally in commerce, business administration, or related experience

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.

• World‑class sales and senior leadership training with countless development opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
• A focus on work‑life balance
• A unique opportunity for personal and professional growth
• Work in a dynamic, collaborative, progressive, and high‑performing team

Job Skills

Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curious Mindset, Financial Acumen, Practice Management

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-10

Application Deadline: 2025-12-15

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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