Closed listing
Financing Specialist
- Kelowna, BC, Canada
- Vancouver, BC, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Job Description
As a financing specialist, focused on deepening credit skills, supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client experience by providing superior business, financial and credit advice. Your support as a strategic partner to the Commercial Account Manager managing the credit process will enable enhanced client-facing time. This role is supporting the Healthcare Team.
What will you do?
Leverage deepening business analysis skills to meet client expectations for credit requests and completion of annual reviews
Provide quality business analysis and credit advice through presentation options that clearly articulate advantages and benefits to the client
Demonstrate RBC’s capability to provide creative financial solutions in a timely manner and deliver credit solutions that meet or exceed needs
Demonstrate a commitment to teamwork and collaboration by sharing best practices learned and assisting colleagues to meet the needs of all clients
Exercise due diligence in recommending credit applications, working in collaboration with Credit Adjudicators, especially in supporting risk processes and guidelines
What do you need to succeed?
Must-have
Proven understanding of financial and credit analysis in support of exceptional client relationship management
Strong organizational skills, ability to manage multiple tasks while meeting time sensitive deadlines
Strong presentation and communication skills
Experience with emerging resources, communications and technology (i.e., online data resources, web based meetings, social media, digital banking, and mobile applications)
Nice-to-have
Ability to conduct an assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
Strong interpersonal and negotiation skills
Minimum post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
Specialized industry expertise in a past role (e.g. real estate, healthcare, agriculture etc.)
Chartered Professional Accountant designation (CPA) or Chartered Financial Analyst (CFA)
What’s in it for you?
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.
A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
A unique opportunity for personal and professional growth
Job Skills
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curious Mindset, Financial Acumen, Practice ManagementAdditional Job Details
Address:
1665 ELLIS ST:KELOWNACity:
KelownaCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-09-01Application Deadline:
2026-09-22Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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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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.
More about this job
Responsibilities
The Financing Specialist supports the commercial banking team by managing credit processes, conducting business analysis, and providing financial advice to clients. They work closely with Commercial Account Managers and Credit Adjudicators to ensure due diligence and effective risk management.
Requirements
Candidates must have a proven understanding of financial and credit analysis along with strong organizational and communication skills. A post-secondary degree in a business-related field is required, with professional designations like CPA or CFA considered an asset.
Skills
- Financial analysis
- Credit analysis
- Portfolio management
- Compliance support
- Business analysis
- Credit structuring
- Risk assessment
- Negotiation
- Communication
- Presentation skills
- Organizational skills
- Teamwork
- Collaboration
- Financial advice
Benefits
- Performance based bonuses
- Flexible benefits
- Competitive compensation
- Coaching and development opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
Keywords
- Commercial banking
- Credit analysis
- Financial analysis
- Portfolio management
- Compliance
- Risk management
- Credit adjudication
- Business analysis
- CPA
- CFA
- Healthcare
- Negotiation
- Digital banking
- Financial solutions
- Due diligence
- Commerce
- Business administration