Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 3+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 38 hours per week
Job summary
The Financing Specialist will support a commercial banking sales team by managing credit processes, conducting business analysis, and providing financial advice to clients. They will also collaborate with Risk Management to ensure due diligence and compliance in credit applications.
Job details
Job Description What is the opportunity? As a credit specialist supporting a high performing commercial banking sales 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. What will you do? Leverage superior 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 coaching, mentoring and assisting colleagues to meet the needs of all clients Exercise due diligence in recommending credit applications, working in collaboration with Risk Management, especially in supporting risk processes and guidelines What do you need to succeed? Must-have Proven track record in financial and credit analysis in support of exceptional client relationship management Specialized industry expertise in a past role (e.g. real estate, healthcare, agriculture etc.). This portfolio is comprised primarily of real estate income producing assets. Minimum 3 years’ experience in commercial lending in a financial institution Strong organizational skills, ability to manage multiple tasks while meeting time sensitive deadlines Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications) Nice-to-have Strong presentation and communication skills Strong interpersonal and negotiation skills Minimum post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience Accounting designation (CPA/CA/CGA/CMA) 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 Management Additional Job Details Address: 90 SPARKS ST:OTTAWA City: Ottawa Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-06 Application Deadline: 2026-10-10 Note: 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.
What you’ll do
The Financing Specialist will support a commercial banking sales team by managing credit processes, conducting business analysis, and providing financial advice to clients. They will also collaborate with Risk Management to ensure due diligence and compliance in credit applications.
Requirements
Candidates must have at least 3 years of experience in commercial lending and a proven track record in financial and credit analysis. Specialized industry expertise, particularly in real estate income-producing assets, is required.
Benefits
- Performance based bonuses
- Flexible benefits
- Competitive compensation
- Coaching and development opportunities
Listed skills
- Teamwork · Preferred
- Compliance · Preferred
- Risk Management · Preferred
- Negotiation · Preferred
- Communication · Preferred
- Business analysis · Preferred
- Financial analysis · Preferred
- Client Relationship Management · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial analysis
- Credit analysis
- Commercial lending
- Portfolio management
- Risk management
- Business analysis
- Client relationship management
- Real estate
- Communication
- Negotiation
- Organizational skills
- Teamwork
- Mentoring
- Compliance
- Financial advice
- Digital Banking
- Financial Acumen
- Workplace Inclusivity
- Organizational Skills
- Curiosity
- Commercial Lending
- Accounting
- Adaptability
- Agriculture
- Financial Institution
- Business Development
- Customer Relationship Management
- Business Administration
- Business Analysis
- Commercial Banking
- Mobile Application Development
- Certified Public Accountant
- Chartered Financial Analyst
- Credit Analysis
- Critical Thinking
- Due Diligence
- Sales
- Innovation
- Risk Management
- Mentorship
- Portfolio Management
- Practice Management
- Presentations
- Real Estate
- Coaching
- Strategic Partnership
Job areas
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
- Financing Specialist
- Financial Relationship Manager
- Technical and Medical Sales Professionals (excluding ICT)
- Securities, Commodities, and Financial Services Sales Agents
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