Associate, Trade Finance Solutions
RBC
full-time
Posted on:
Location Type: Office
Location: Montréal • Canada
Visit company websiteExplore more
About the role
- Provide sales and execution support to Trade Finance sales leads and Relationship Managers by preparing pitch materials, product overviews, and client-specific trade finance solutions.
- Assist in coordinating client meetings, preparing meeting materials, capturing notes, and following up on actions.
- Conduct working capital analysis and profitability calculations to support client decisions and deal structuring.
- Support end-to-end execution of trade finance transactions, including client onboarding, documentation, and coordination with internal partners.
- Review, compile, and track documentation requirements for trade transactions.
- Support preparation of credit submissions and assist with internal approval processes.
- Update systems with opportunity details, client engagement notes, and pipeline activity.
- Track deal milestones and support execution workflows to ensure timely completion and client satisfaction.
- Collaborate with Credit, Product, Legal, Operations and Compliance teams to support transaction execution.
- Maintain accurate records and documentation to support audit readiness and regulatory requirements.
- Actively build foundational trade finance knowledge to contribute to internal and client discussions on product use cases.
Requirements
- Undergraduate degree in business, finance, economics or a related field.
- 2-4+ years of experience in client facing roles preferably in commercial or corporate banking
- Foundational understanding of financial products, credit principles, and commercial banking concepts.
- Strong attention to detail with the ability to manage multiple priorities simultaneously.
- Strong organizational, communication and stakeholder coordination skills.
- Analytical mindset with the ability to review documentation and identify issues or gaps.
- Proactive, curious, and client-focused approach to work.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Benefits
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
working capital analysisprofitability calculationstrade finance solutionscredit submissionsdocumentation requirementsfinancial productscredit principlescommercial banking concepts
Soft skills
attention to detailorganizational skillscommunication skillsstakeholder coordinationanalytical mindsetproactive approachcuriosityclient-focused