Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? As an expert advisor, you proactively provide advice and enable mid-market commercial clients to leverage RBC’s cash management solutions, taking responsibility for clients’ onboa…
Skills: Cash management, Treasury solutions, Business development, Client onboarding, Financial advice
Toronto, Ontario, Canada · Hybrid
About Ecopia AI Ecopia AI, is a technology company with the mission of digitizing the world using artificial intelligence through the creation of high-definition maps. Ecopia’s AI-based workflows leverage the latest in m…
Skills: Business development, Prospecting, Cold calling, Email outreach, LinkedIn
Toronto, Ontario, Canada · On-site
$55k–$90k/yr
Job Description What is the opportunity? Are you a self-starter with a passion for risk assessment and insurance? Do you thrive in a dynamic environment where your energy, curiosity, and enthusiasm are key to success? If…
Skills: Risk assessment, Insurance policy review, Communication, Organizational skills, CRM systems
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Skills: Financial planning, Portfolio management, Business development, Client acquisition, Relationship management
Toronto, Ontario, Canada · Hybrid
$71k–$118k/yr
Base + Comm - The Account Executive will be responsible for the maintenance of productive relationships with Benefits Consultants and group policyholders, new business sales, and management of accounts of an in‑force bus…
Skills: Group insurance, Group life insurance, Healthcare insurance, Disability insurance, Underwriting
Toronto, Ontario, Canada · Hybrid
$272k–$408k/yr
Who are we? Equinix is the world’s digital infrastructure company®, shortening the path to connectivity to enable the innovations that enrich our work, life and planet. A place where bold ideas are welcomed, human connec…
Skills: Digital transformation, Revenue operations, Strategic leadership, Product management, Engineering leadership
Toronto, Ontario, Canada · On-site
$53k–$74k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth oppo…
Skills: Client service, Sales support, Financial planning support, Data analysis, Account management
Toronto, Ontario, Canada · On-site
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Capital markets, Business management, Strategy execution, Financial analysis, Data analysis
Toronto, Ontario, Canada · On-site
$70k–$90k/yr
Company Description We are one of North America’s fastest-growing market research companies, known for our forward-thinking experts and innovative approaches powered by artificial intelligence (AI) technologies. We boast…
Skills: Business Development, Sales, Lead Generation, Market Research, Strategic Consulting
Toronto, Ontario, Canada · Remote Solely
$75k–$90k/yr
Description About Premier NX Premier NX is a tech-enabled service provider to North American mid-market businesses. We help clients, many of them first-time outsourcers, enhance business outcomes through 5 service pillar…
Skills: B2B Marketing, Demand Generation, Lead Nurturing, Marketing Automation, CRM Management
Toronto, Ontario, Canada · Hybrid
$155k–$165k/yr
With millions of diners, 60,000+ restaurant partners and 25+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a passion for helping restaurants thrive. Our world-c…
Skills: Sales enablement, Revenue enablement, Program management, People leadership, Coaching
Toronto, Ontario, Canada · On-site
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this poss…
Skills: Enterprise Sales, Go-To-Market Strategy, Channel Management, Business Development, Strategic Partnerships
Toronto, Ontario, Canada · On-site
$70k–$90k/yr
Company Description H.A.L.O Tele-Monitoring Inc. (HALO) is a Toronto based and has its headquarters in the MaRS Discovery District. HALO was originally invented and developed within University Health Network to solve a g…
Skills: Clinical training, Customer relationship management, Sales, Implementation, Data analysis
Toronto, Ontario, Canada · On-site
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this poss…
Skills: Enterprise sales, Outbound prospecting, Account management, Strategic planning, Relationship building
Toronto, Ontario, Canada · Hybrid
$72k–$108k/yr
7shifts is a scheduling and payroll platform designed to help restaurant teams thrive. With an easy-to-use app and industry-specific solutions, 7shifts saves time, reduces errors, and helps keep costs in check for over 5…
Skills: Account Management, Salesforce, Consultative Discovery, Value-Based Selling, Pipeline Management
OktaToronto, Ontario, Canada · Hybrid
Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. Thi…
Skills: Salesforce, Outreach, LinkedIn Sales Navigator, Prospecting, Lead generation
Toronto, Ontario, Canada · On-site
Overview At Dynamite, we amplify magnetic confidence through a curated wardrobe. With stores across North America and an ever-growing community, we’re building a team that shows up boldly and makes an impact. If yo…
Skills: Sales management, Customer service, Floor management, Leadership, Operational efficiency
Toronto, Ontario, Canada · On-site
Overview At Dynamite, we amplify magnetic confidence through a curated wardrobe. With stores across North America and an ever-growing community, we’re building a team that shows up boldly and makes an impact. If yo…
Skills: Retail operations, Team leadership, Customer service, Inventory management, Merchandising
Toronto, Ontario, Canada · Remote OK
About Us At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging…
Skills: Technical Sales, Account Planning, Contract Negotiation, Pipeline Management, Value Proposition Development
Toronto, Ontario, Canada · On-site
$50k–$110k/yr
How would you like to work with one of Canada's most prestigious and well respected automotive groups? Join AWIN! Headquartered in Thornhill Ontario, we are a premier network of 23 luxury automobile dealerships as well a…
Skills: Sales, Customer service, Negotiation, Communication, Prospecting
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The Treasury Solutions Specialist acts as a single point of contact for mid-market commercial clients to manage the end-to-end onboarding and adoption of cash management solutions. They are responsible for developing sales plans, providing financial advice, and partnering with internal teams to drive client loyalty and business growth.
Candidates must have proven experience in the financial services industry, specifically within the payment, cash management, and treasury solutions space. A minimum of 5 years of experience is preferred, and the Certified Treasury Professional (CTP) designation is considered an asset.
As an expert advisor, you proactively provide advice and enable mid-market commercial clients to leverage RBC’s cash management solutions, taking responsibility for clients’ onboarding, activation and ongoing adoption of digital solutions. Mid-market commercial clients are defined as commercial clients. You develop and deliver on business priorities and improve the client experience through execution of sales plans to acquire new clients and recommend appropriate treasury services to existing clients. You also provide focused financial advice and solutions to meet the clients’ business and financial goals, while partnering with Commercial Financial Services (CFS) team and other colleagues across RBC Financial Group to drive client loyalty and build long-term profitable client relationships.
Lead with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and an exceptional client experience
Act as the single point of contact throughout the cash management end-to-end onboarding process, partner with the relationship team and follow up with clients to ensure an exceptional client experience
Demonstrate digital IQ by building awareness and encouraging clients to fully leverage digital solutions on an ongoing basis to optimize their business’s operations
Deliver financial and business “Insight” advice through a differentiated value proposition by presenting solutions that clearly articulate the benefits and advantages to the client; help the client to understand alternatives, navigate and implement proposed solutions; and identify opportunities and refer clients to RBC Partners to meet the client’s broader advice needs
Educate the client with new or emerging issues that will impact their business by providing the client with unique, valuable insights on the client’s industry, business or market
Plan and prioritize client and market activities to win as One RBC, seeking referral opportunities for the relationship team, Transaction Banking Team and other RBC partners
Gather insights through client discovery to identify a broad range of solutions to further anchor clients to RBC and increase share of wallet
Partner with the Relationship Manager, Commercial Financial Services and Commercial Banking Advisor to develop a coordinated client contact strategy, ensuring future client needs are identified and met
Proven experience supporting clients within the payment space
Proven experience in the financial services industry, specifically within a cash management and treasury solutions role
Strong client focus, highly organized, and the ability to incorporate sales disciplines into day-to-day activities and routines
Proven ability to prioritize and adapt to a fast paced environment
Curiosity and willingness to learn new skills while building partnerships with stakeholders and fostering team work
Excellent verbal communication skills; notably the ability to illustrate with words the impact of the recommended solutions on the client’s business operation(s) relationships
Entrepreneurial spirit, with a business development mindset to grow and develop their business opportunities
Attained the CTP - Certified Treasury Professional designation
Minimum of 5 years of experience working for a financial institution
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
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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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.
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.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
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