Equipment Finance Specialist
3 days ago
Job Description
What is the opportunity?
The Equipment Finance Specialist is a professional who works directly with Commercial Account Managers to create customized equipment finance solutions for both existing RBC clients, and new clients to the bank. They have, or will build, knowledge of the client industries they serve, client equipment acquisition and refresh strategies, as well as key influential networks within the community in order to drive business growth. The role will grow, expand and acquire new commercial clients at RBC and will provide an exceptional client experience through superior business insights and financial advice.
As an Equipment Finance professional, you are responsible for delivering a proactive relationship, and financial advice-based experience to your clients. You excel at needs discovery and solution development, and co-ordinate with the Commercial Financial Services sales and service team, respecting and reinforcing role clarity to deliver on client needs. You demonstrate high standards of behaviours, activities and results. Key performance measures are: growth in annual sales volume and revenue, our clients' "likelihood to recommend" scores and cross enterprise partnering. Recognizing an individual's final performance assessment is a combination of what was achieved and how results were achieved. By collaborating with other RBC colleagues across the organization, the role will contribute to helping RBC maintain its dominant market position.
*This position can be based out of our locations in Surrey, Langley, Richmond or Vancouver *
What will you do?
- Sales and revenue (new and existing clients) - prospecting/lead generation, sales meetings/discovery sessions, sales planning/reviews, internal/external presentations
- Service – creating an exceptional client experience and being accountable when any major client issues and/or escalations arise
- Training – personal development, formal and informal learning
- These critical capabilities are a must: financial, sales and relationship acumen.
What do you need to succeed?
Must Have
- Must have proven track record in sales and business development, and exceptional client relationship management
- Experience in banking, equipment financing and lending preferred
- Strong computer skills that will be used with Client Relationship Management (CRM) systems, presentation requirements, transaction applications, networking
- Sales and financial advice skills: pre-call planning, negotiations, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business, solutions structuring and option creation, cross-selling, conducting sales calls, making presentations, leveraging the relationship team and effective communication.
- New client acquisition skills: pitching the value proposition, networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management.
- Credit skills: assessment of risk and financial analysis, leasing structures and equipment financing
- Deep knowledge of equipment financing solutions and partners, ability to stay current on industry trends and events and networking.
- Relationship building skills: understanding the client's business strategy/model, understanding the relationship value of the company to RBC, setting client expectations of RBC, working with the sales and service teams who will interact with the client and key decision makers.
Nice To Have
- Attributes: self-confident in ability to succeed, positive attitude towards sales and able to effectively manage rejection, proactive sales approach with balanced closing style, comfortable working within existing structure, confidence in public speaking and presentations to mid-large audiences
- Commercial Banking Experience
- Agricultural 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.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
Additional Job Details
Address:
ST:SURREYCity:
SurreyCountry:
CanadaWork hours/week:
Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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.
Join our Talent Community
Stay 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
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
-
Equipment Finance Specialist
2 days ago
Surrey, British Columbia, Canada RBC Full timeJob DescriptionWhat is the opportunity?The Equipment Finance Specialist is a professional who works directly with Commercial Account Managers to create customized equipment finance solutions for both existing RBC clients, and new clients to the bank. They have, or will build, knowledge of the client industries they serve, client equipment acquisition and...
-
Accounts Payable Specialist
1 week ago
Surrey, British Columbia, Canada Starline Windows Full timeJob descriptionA large manufacturing company in Surrey is recruiting for an experienced Accounts Payable Specialist. Are you an organized and detail-oriented professional with a passion for numbers? Join our dynamic finance teamKey Responsibilities:Manage and process vendor invoices, ensuring timely and accurate payments.Reconcile vendor statements and...
-
Accounts Payable Specialist
2 days ago
Surrey, British Columbia, Canada Exclusive Floors Ltd Full timeOverview:We are seeking a meticulous and detail-oriented Accounts Payable Specialist to join our finance team. As an Accounts Payable Specialist, you will play a vital role in ensuring accurate and timely processing of invoices, maintaining vendor records, and supporting the overall financial operations of the company.Key ResponsibilitiesInvoice...
-
Payroll and Benefits Specialist
2 days ago
Surrey, British Columbia, Canada Metis Nation BC Full timeMétis Nation British ColumbiaPayroll and Benefits SpecialistCompetition # Compensation$62,000-$77,000 ClassificationProfessional Expert 2 LocationHybridSurrey Period of EmploymentPermanent Hours Per Week37.5 Hours of WorkFull Time Date PostedJanuary 16, 2026 Closing DateJanuary 30, 2026 About the OpportunityThe Payroll and Benefits Specialist...
-
Accounts Payable Specialist
7 days ago
Surrey, British Columbia, Canada Microserve Full timeFulltime RoleLocation:Surrey, BCStaffing Placement OpportunityOur client is seeking a detail-oriented and proactiveAccounts Payable Specialistto join their Finance team. In this role, you will be responsible for managing the full accounts payable cycle, ensuring timely and accurate payments, and maintaining strong vendor relationships across Canada and the...
-
Payroll and Benefits Specialist
2 days ago
Surrey, British Columbia, Canada Métis Nation British Columbia Full timeMinistry/Department:People & CultureCompetition#:26-016Compensation:$62,000-$77,000Classification:Professional Expert 2Location:Region 2/ HybridHours Per Week:37.5Date Posted:January 16, 2026Closing Date:January 30, 2026About the OpportunityThe Payroll and Benefits Specialist processes full-cycle payroll, and administers employee benefits and the Municipal...
-
Vice President, Finance and Administration
1 week ago
Surrey, British Columbia, Canada Kwantlen Polytechnic University Full timeKwantlen Polytechnic University (KPU) is more than just a place to learn; it's a university powered by the people who live and work here—students, staff, and faculty alike. As one of BC's Top Employers, we strive to implement initiatives that will attract, support, engage, and retain KPU's people and create an environment where all employees see themselves...
-
Technical Specialist
1 week ago
Surrey, British Columbia, Canada Sandvik Full timeSandvik Mining is seeking anTechnical Specialist – TrainingLocation: Greater Sudbury, ON (Lively)At Sandvik, we offer you a world of opportunities. Our diverse businesses and global network enable you to explore your potential and thrive. We recognize your performance and offer various ways to fuel your growth towards exceptional achievements.Currently, we...
-
Cash Management Specialist
2 weeks ago
Surrey, British Columbia, Canada OK Tire Stores Inc. Full timeJoin Our Team as a Cash Management SpecialistDo you love numbers, thrive on accuracy, and enjoy being part of a team that values collaboration? At OK Tire, we believe in a Dealer-First Mindset, Excellence & Quality, and treating everyone with Respect and Integrity. If you're passionate about making an impact and want to work in a culture that's professional...
-
Surrey, British Columbia, Canada Fraser Health Full time $54 - $78SalaryThe salary range for this position is CAD $ $77.86 / hour Job SummaryPosition Highlights:Join our team as a Manager Capital, Equipment Planning and Acquisition where you will lead the planning, management, budgeting, and oversight of capital equipment purchases, ensuring effective monitoring and execution of capital funding purchases. Key areas of...