Relationship Manager, Commercial Financial Services, Real Estate

RBC; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic professional skilled in sales and financial analysis to manage client relationships in the real estate sector. This senior role emphasizes proactive advice and tailored solutions, leveraging your expertise in credit assessment and portfolio management. Join a progressive team that values collaboration and offers extensive development opportunities, ensuring your success while helping clients thrive. If you're passionate about delivering top-tier financial advice and enhancing client experiences, this is the perfect opportunity for you.

Benefits

Flexible Benefits

Competitive Compensation

Work-Life Balance

Leadership Training

Professional Growth Opportunities

Qualifications

• 3-5 years of commercial banking experience required.
• Proven track record in sales and client relationship management.

Responsibilities

• Manage a portfolio of real estate market clients.
• Provide exceptional client experience through financial advice.

Skills

Sales Experience

Client Relationship Management

Financial Analysis

Credit Assessment

Portfolio Management

Bilingualism (English and French)

Business Development

Communication Skills

Education

University Degree in Commerce or Business Administration

Tools

Digital Banking Applications

Social Media Tools

Job description

Job Summary

Job Description

What is the opportunity?

Your natural flair for sales 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 takes centre stage. Your finely honed solution-development skills, combined with your innate salesmanship talent, portfolio management expertise, and knack for client service, sets the stage for success.

What will you do?

• Apply your past sales experience for prospecting, and lead generation, to new and existing clients

• Manage a portfolio of RBC real estate market clients with a focus on acquiring and growing client relationships through professional, proactive advice and solutions via in-person or virtual meetings, based on client preference

• 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

• Work in close collaboration with Associate Director, Real Estate Markets, the Client Relationship Team (CRT), and with other internal and external partners (including other FIs), to grow the portfolio and manage industry and portfolio risks

• Champion digital enablement by becoming an advocate of the RBC mobile application,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 sales and business development and exceptional client relationship management

• Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal

• Prior experience in Real Estate (RE) lending required

• 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, competitive compensation, commissions, and stock where applicable

• 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, Curiosity, 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:

2025-05-09

Application Deadline:

2025-05-23

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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