Manager, US Financial Consulting in Montréal

Manager, US Financial Consulting in Montréal

Montréal Full-Time On-site
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*** Chosen candidate will need to offer mobility in Greater Montreal region ***

What is the opportunity?

As our Relationship Manager, Commercial FinancialServices Trainee,you are in a proactive, face-to-face client relationship role in RBC's Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately10months. A mentor is assigned to coach you throughout your training. This opportunity prepares you to deliver excellent, responsive, and proactive service to commercial business clients in the areas of accounts, operating services, credit, lending, and deposits. Your training occurs on-the-job, combined with self-study material, interactive online courses, and classroom training.

What will you do?

  • Deliver value-added financial advice and solutions that are tailored to your clients
  • Leverage sales enabling tools, including sales planning, prospecting, and pre-call planning tools
  • Apply acontinuous-improvementapproach to delivering a superior client experience
  • Develop your needs-based sales strategy for all clients and prospectsin order togrow revenue, deepen client relationships and achieve a high standard of client loyalty

What do you need to succeed?

Must-have

  • Minimum 1-2 years of experience in commercial lending preferred, as well aspreviousbanking experience in a relationship management role
  • A post-secondary diploma/degree, ideally in commerce or business administration, or related experience
  • Demonstrated success in a business development role, especially with respect to the acquisition of new clients, prospecting, and cold calling
  • Financial statement review and computer modeling and analysis experience
  • 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

  • Passion forprovidingquality advice and fulfilling client needs
  • Strong interpersonal and negotiation skills
  • Entrepreneurial attitude and self-motivation to achieve above average results
  • Continuous learner with a deep curiosity for understanding his/her diverse customers and isup-to-datewith changes in client needs, procedures, and relevant products

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.

Job Skills

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

Additional Job Details

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Posted Date

2025-10-17

Application Deadline

2026-11-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Manager, US Financial Consulting in Montréal employer: RICHTER

En tant qu'entreprise familiale de conseil, nous offrons un environnement de travail hybride qui favorise l'équilibre entre vie professionnelle et personnelle. Nos employés bénéficient d'avantages sociaux compétitifs et d'opportunités de développement professionnel, ce qui en fait un lieu idéal pour ceux qui cherchent à évoluer dans leur carrière tout en contribuant à une culture collaborative et respectueuse.

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Contact Details:

RICHTER Recruitment Team