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Client Consultation Group Intake Consultant Jobs

Associate, Loan Syndications, Corporate Client Group
By RBC At Toronto, Ontario, Canada
Manage and respond to requirements of other lenders to help assist them in participating in CCG transactions.
Work experience in investment banking / corporate banking / corporate finance / corporate lending / financial advisory
Coordinate with all CCG groups including MMLIF, Mezzanine Finance and CCG to evaluate and originate new business.
Undergraduate degree in Business, Economics, Accounting, or Finance
Knowledge of Capital Markets, credit, credit metrics, and credit structuring
Professional oral and written communication skills
Client Intake Coordinator Jobs
By Shulman & Partners LLP At Greater Toronto Area, Canada
Extended Health and Dental Benefits
Excellent verbal and written communication skills
Proficient computer skills; Microsoft Office, CRM, and other Software
1-year experience in a client-facing role
Answer calls from current and prospective clients,
Enter data into CRM, schedule consultations, and process payments,
Consultation Specialiat Jobs
By OTD Ticket Defenders Legal Services At Cambridge, Ontario, Canada

OTD Legal is looking for a motivated professional to join our Cambridge team. General job duties include (but are not limited to) client intake meetings (in-office and by phone), following up with ...

Group Consultant, Rbc Group Advantage
By RBC At Kitchener, Ontario, Canada
Independent, entrepreneurial and self-management skills to achieve planned goals
Excellent presentation, communication, time management and organizational skills
Build and maintain relationships with senior managers across Canadian Personal and Commercial Banking and Wealth Management
Strong prospecting, networking and business development skills
Excellent relationship building skills both internally and externally to identify and implement strategies that drive business growth
Experience creating a referral network and a current, extensive network of “centres of influence”
Consultation Specialist Jobs
By OTD Ticket Defenders Legal Services At Cambridge, Ontario, Canada

Key responsibilities: General job duties include (but are not limited to) client intake meetings (in-office and by phone), following up with potential clients after intake, drafting and sending ...

Associate, Corporate Client Group
By RBC At Calgary, Alberta, Canada
Assist with loan portfolio management, client strategies and related administrative duties
Work experience in Corporate Lending / Corporate Finance / Financial Analysis
Strong quantitative, financial and analytical skills with an ability to analyze company financial statements and prepare financial models
Knowledge of credit, credit metrics, and credit structuring
Strong skills with Excel, Word, PowerPoint and the ability to source data/research
Support CCG bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactions
Data Analyst, Corporate Client Group
By RBC At Toronto, Ontario, Canada
Support all CCG teams nationally and senior management to provide data and analytics solutions that support data driven decisions
Exposure to fast paced high performing teams and senior management
Perform database administrative duties including database maintenance, manage ETL processes, data cleanups and proactively monitor data quality
Manage Data Analytic team’s JIRA service desk and Confluence
Minimum of 2 years of professional work experience in a business intelligence, data analytics, or data warehousing
Professional verbal and written communication skills