Responsibilities

Provide business and financial advice and manage a portfolio of high-value small business clients

Help clients start, manage, and grow their enterprises

Represent RBC as an ambassador to the local business market

Develop new business through external marketing and client acquisition

Deepen client relationships and deliver tailored, value-added financial advice

Proactively contact clients, conduct client discovery, and understand changing needs and satisfaction

Plan and prioritize client and market activities

Identify opportunities and introduce clients to RBC partners for business and personal financial needs

Manage risk and exercise due diligence in banking procedures

Champion digital enablement and advocate for RBC mobile and online applications

Visit clients on-site, as permitted, to understand their business objectives and operations

Requirements

Business development, client acquisition, and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community

Proven track record in exceptional client relationship management

Excellent communication, time management, and organizational skills

Credit skills and knowledge, including understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations (nice-to-have)





Completion of the Commercial Banking Advisor training program, or previous experience as a small business owner or in a similar field (nice-to-have)

Positive knowledge of a broad array of business and personal financial products and services (nice-to-have)

Core Competencies Demonstrates expertise in business development and client relationship management, with a strong focus on delivering tailored financial advice and managing a diverse portfolio of small business clients. Proficient in risk management and advocating for digital financial solutions.

Highest-signal resume keywords

Business Development

Client Acquisition

Client Relationship Management

Risk Management

Financial Analysis

Hard Skills

Financial Products Knowledge

Credit Structuring

Deal Presentations

Risk Assessment

Financial Analysis

Soft Skills

Communication Skills

Time Management

Organizational Skills

Certifications & Qualifications

Commercial Banking Advisor Training Program

Industry Keywords

Small Business Management

Client Discovery

Value-Added Financial Advice

Centres of Influence

Market Activities

Tools & Technologies

RBC Mobile Applications

Online Banking Applications

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📌 Relationship Manager, Business Markets (Winnipeg)
🏢 Jobtailor
📍 Winnipeg