Equipment Finance Specialist

Job DescriptionWhat is the opportunity?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.What will you do?Client Experience Build a prospect list, advance the relationship with each client and actively search for new clients to meet acquisition targets. Actively participates in banking/financial services industry activities, with a focus on local market to further confirm industry and professional expertise. Establish and maintain an active referral networkProvide financial and business advice using a unique value proposition. Present solutions that clearly describe the benefits to the client.  Help the client understand the different options, choose the proposed solutions that best suit them and implement them.  Opportunity spotting and referring clients to RBC partners to meet broader advice needs.Understands client’s financial situation and leverages the knowledge of colleagues across RBC in pre-contact planning discussions for client meetings/calls in order to make the most effective use of available time and demonstrate an interest in the business.Takes ownership of customer problems at first point of contact by leveraging partners to effectively resolve problems. Client Solutions and New Client Acquisition Develop a personal sales plan and review results and schedule a monthly/quarterly meeting to adjust activities as required to meet plan.Using input from applicable RBC partners, develop sales strategies that address the needs of all clients and prospects with the goal of increasing revenue, profitability and client loyalty with new and existing clients.  Document Client Relationship Plan activities and track activities associated with each client strategyUse of tools to support sales routines such as actively participating in team meetings and using the Sales Pipeline tool to document all communications and sales results, and monthly/quarterly feedback on performance against goals.Expand network of internal and external contacts to take advantage of business opportunities and referrals. Develop expertise in assigned industry as required.As required, acts as the primary resource for our partners to make introductions to COIs and/or other business development activities to support new client acquisition.  What do you need to succeed?Must-Have’sProven sales ability to consistently meet and exceed sales targetsAbility to read and analyze financial statementsStrong sales techniques and understanding of business strategies to sell equipment financing solutionsAbility to work independently remotelyAbility to develop strong networks of business and industry relationshipsExcellent communication skillsProven ability to assess credit and minimize riskGreat desire for achievementDemonstrates innovation and global perspectiveUse of tools such as Synergie, IPI, Lead.External representation by presentation or participation in eventsBilingualism (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 ServicesWhat’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 CanadaParticipate 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 opportunitiesWork in a dynamic, collaborative, progressive and high-performing teamAbility to make a difference and lasting impactEnjoy a comfortable working environment with the possibility of dressing casuallyJob SkillsAdditional Job DetailsAddress:700 PLACE D'YOUVILLE:QUÉBECCity:QuébecCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-08-22Application Deadline:2025-12-15Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.