Senior Relationship Manager, Commercial Financial Services (Temporary replacement)

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

Job summary

An established industry player is seeking a dynamic professional to join their team in Montreal. This senior role focuses on managing client relationships and delivering top-tier financial advice tailored to individual needs. With a strong emphasis on sales and financial analysis, you will leverage your expertise in risk assessment and client acquisition to drive success. The company values innovation, teamwork, and personal growth, offering comprehensive training and a supportive environment. If you are passionate about helping clients thrive and are ready to take on new challenges, this opportunity is perfect for you.

Benefits

World-class sales training

Comprehensive Total Rewards

Focus on work-life balance

Opportunities for growth

Dynamic team environment

Qualifications

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

Responsibilities

• Manage client portfolios and provide financial advice.
• Collaborate with teams to develop client contact strategies.

Skills

Sales Experience

Client Relationship Management

Financial Analysis

Risk Assessment

Bilingual (English and French)

Business Development

Adaptability

Critical Thinking

Education

University Degree in Commerce

Business Administration

Tools

Digital Banking

Mobile Applications

Web Meetings

Social Media

Job description

Job Summary

Job Description

*Once the temporary replacement is completed, the selected person will be relocated with the support of the manager

What is the opportunity?

Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role focuses on professional relationship management and delivering top-tier financial advice in an end-to-end industry, aligning sales, products, risk policy, and market strategies to deliver solutions tailored to individual needs. This is a senior role that leverages your experience in financial analysis, credit, and client acquisition. Your solution-development skills, combined with innate salesmanship, portfolio management expertise, and client service skills, will set the stage for success.

What will you do?

1. Apply your past sales experience for prospecting and lead generation to new and existing clients.
2. Demonstrate portfolio management and risk mitigation through financial statement reviews, trend identification, risk monitoring, and credit restructuring assessments.
3. Provide an exceptional client experience by delivering superior business and financial advice.
4. Leverage RBC’s expertise by identifying referral opportunities and making appropriate introductions to RBC partners.
5. Collaborate with various teams to develop and execute a client contact strategy.
6. Promote digital enablement by advocating the RBC mobile application, educating, and guiding clients on its usage.

What do you need to succeed?

Must-have

1. Minimum 3-5 years of commercial banking experience.
2. Proven track record in sales, business development, and client relationship management.
3. Credit skills including risk assessment, financial analysis, credit structuring/solutions, and deal presentation.
4. Expertise in a specialized sector (e.g., Real Estate, Health, Agriculture).
5. Experience with emerging communication and technology (web meetings, social media, Digital Banking, Mobile Applications).
6. Bilingual in English and French, to serve clients with needs in both languages.

Nice-to-have

1. Strong communication and presentation skills.
2. Deep knowledge of products and services based on industry specialization.
3. Skills in new client acquisition, including pitching, lead generation, cold calling, and asking for referrals.
4. University degree in commerce, business administration, or related field.

What’s in it for you?

We thrive on challenges, innovative thinking, and teamwork to deliver trusted advice that helps clients thrive and communities prosper. We value support, potential, community impact, and mutual success.

• World-class sales and leadership training with development opportunities.
• Comprehensive Total Rewards including bonuses, benefits, competitive pay, commissions, and stock options where applicable.
• Focus on work-life balance.
• Opportunities for personal and professional growth.
• Work in a dynamic, collaborative, progressive, 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: 2025-02-25

Application Deadline: 2025-04-30

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 with diverse perspectives is key to our growth. We support a workplace where employees feel supported, collaborate effectively, innovate, and grow professionally, bringing our Purpose to life and creating value for clients and communities. We foster respect, belonging, and opportunity for all through our policies and programs.

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