Relationship Management Associate, Corporate Client Group
Role Overview
Supports relationship managers serving existing corporate clients and marketing target companies in technology, media, and healthcare.
The Corporate Client Group provides corporate finance solutions to private mid-market and small-cap public Canadian corporations.
Reports to the Managing Director, Relationship Management and works with senior coverage officers and corporate financing experts.
Key Skills for This Role
Full Job Posting
Role overview
Supports relationship managers serving existing corporate clients and marketing target companies in technology, media, and healthcare.
The Corporate Client Group provides corporate finance solutions to private mid-market and small-cap public Canadian corporations.
Reports to the Managing Director, Relationship Management and works with senior coverage officers and corporate financing experts.
Responsibilities
- Research companies, financial statements, industries, and markets to support idea generation and client presentations.
- Research current and target clients, prepare updates, and support relationship-development activities.
- Prepare documentation on client and revenue opportunities for internal committees.
- Coordinate with RBC partners to serve the client portfolio.
- Prepare sales materials or analyze quarterly and annual performance data for strategic decisions.
- Support structuring, delivery, closing, and monitoring of syndicated and bilateral loans with CCG Finance colleagues.
- Provide analysis for internal business cases.
Required qualifications
- Strong interpersonal and relationship-building skills.
- Proficiency in Excel, PowerPoint, and Word.
- Strong quantitative, financial, and analytical skills, including company financial-statement analysis.
- Effective presentation and communication skills; attention to detail in written and financial work.
- Ability to work under pressure, meet deadlines, prioritize, and multitask across projects.
Preferred qualifications
- MBA, CFA, or CPA is a nice-to-have.
- Credit and credit-metrics knowledge, financial modeling, and corporate finance experience are nice-to-haves.
What RBC offers
- Collaborative, high-performing work environment and opportunities to make a lasting impact and take on challenging work.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at RBC
RBC Group Consultant - Québec
Montréal, CAN
RBC is seeking a self-motivated sales professional to acquire Group Advantage business sponsors and members. The role combines business development, sales activation, and client relationship management. Candidates must h
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (ONE)
Ottawa, CAN
RBC seeks a Senior Manager to grow corporate client relationships and revenue by advising on cash management solutions and guiding clients through digital onboarding and adoption. Candidates need at least five years of c
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (ONE)
Ottawa, CAN
RBC is seeking a Senior Manager to grow corporate client relationships and revenue through cash management solutions, advice, and digital onboarding. Candidates need at least five years of commercial or corporate banking
RBC Group Consultant - Québec
Montréal, CAN
RBC is seeking a mobile sales consultant to acquire business sponsors and members for its group retirement savings and financial wellness programs. The role requires sales success, business development and relationship-b
Director, Corporate Client Group Finance
Toronto, CAN
RBC is seeking a Director for its Corporate Client Group Finance team to support mid-market corporate lending, loan structuring, underwriting, and client relationship objectives. Candidates need a relevant undergraduate
Associate Portfolio Manager
Toronto, CAN
RBC is seeking an Associate Portfolio Manager to support investment counsellors in building and managing customized portfolios for high-net-worth clients and organizations. The role requires a CFA charter, an undergradua
Associate Portfolio Manager
Toronto, CAN
RBC is seeking an Associate Portfolio Manager to support investment counsellors serving high-net-worth individuals, trusts, and charitable foundations. The role involves constructing and implementing investment strategie
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (ONE)
Ottawa, CAN
RBC is seeking a Senior Manager to grow a portfolio of complex corporate clients through cash management advice and solutions. The role leads client onboarding and adoption, sales planning, relationship growth, and trave
RBC Group Consultant - Québec
Montréal, CAN
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (ONE)
Ottawa, CAN
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (ONE)
Ottawa, CAN
RBC Group Consultant - Québec
Montréal, CAN
Director, Corporate Client Group Finance
Toronto, CAN
Associate Portfolio Manager
Toronto, CAN
Associate Portfolio Manager
Toronto, CAN
Senior Manager, Treasury Solutions – Corporate, Transaction Banking (ONE)
Ottawa, CAN