Regional sales leader coaching Sun Life Global Investments’ Western Canada wealth distribution team. Driving sales targets, team development, and investment - product distribution across Calgary and Vancouver.
About the role
- RBC banking leader overseeing commercial lending teams and mid-market financing solutions. Coaching credit professionals and managing loan structuring, underwriting, approvals, and portfolios.
Responsibilities
- Lead a team of Senior Financing Specialists and Financing Specialists
- Oversee structuring, execution, and monitoring of bilateral loan transactions
- Collaborate with commercial relationship managers, regional leaders, Group Risk Management, operations, compliance, and specialized finance partners
- Promote the RBC brand and build visibility and business-community networks
- Engage teams early on new opportunities and guide client and prospect interactions
- Provide coaching and oversight across discovery, due diligence, deal structuring, underwriting, credit approval, and execution
- Foster engagement, collaboration, creativity, curiosity, business development, disciplined underwriting, compliance, and portfolio management
- Establish talent-management routines, training and development plans, and a talent pipeline
- Lead and advocate organizational change to achieve business outcomes
- Establish practice-management routines focused on strategic priorities
- Encourage continuous learning and use of AI tools to improve team capabilities and efficiency
- Work with reasonable mobility across the markets and manage a geographically diverse team
Requirements
- Undergraduate degree in Business, Economics, Accounting, or Finance
- Minimum 5–7 years’ work experience in commercial/corporate lending, corporate finance or similar
- Proven experience leading and coaching teams to high performance, including recruiting, training, managing, and developing credit professionals
- Extensive knowledge of credit metrics and credit structuring
- Ability to work through complex loan agreements and other legal documents
- Strong quantitative, financial modeling, and analytical skills
- Ability to analyze company financial statements
- Strong sales orientation and client-first mindset
- Knowledge of financial industry and commercial banking
- Knowledge of credit management, product and pricing policies, privacy, code of conduct, anti-money laundering requirements, and business center operations
- Experience with web-based meetings, social media, Digital Banking, and Mobile Applications
- Willingness to learn and advocate for AI tools
- Ability to perform under pressure, meet time-sensitive deadlines, prioritize work, and multitask
- Exceptional negotiation skills
- Professional oral and written communication skills with strong attention to detail
- Strong organizational and prioritization skills
- Ability to manage a geographically diverse and mobile team
- Strong communication and presentation skills
- Strong skills with Excel, Word, and PowerPoint
- Sales and/or sales management experience in commercial or corporate banking is preferred
- MBA, CPA, or CFA is preferred
Benefits
- Performance-based bonuses
- Flexible benefits
- Competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Collaborative, dynamic, progressive, and high-performing team environment
- Personal and professional growth opportunities
- Recognition and rewards for personal initiative and hard work
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