Financing Specialist

Socket.dev; Burlington; On-site; CAD 85,000 - 110,000; Full time

Job summary

RBC in Burlington, Canada is seeking a Financing Specialist to act as the credit expert within commercial banking Client Relationship Teams, with a concentration in the Healthcare Professionals segment. You will engage directly with clients and provide superior business, financial and credit advice while supporting portfolio management.

You will partner with Relationship Managers and Commercial Financial Services to uncover borrowing needs, conduct credit discovery, and prepare discussions that

Qualifications

• Proven understanding of financial, risk and credit analysis in support of exceptional client relationship management.
• Strong organizational skills to manage multiple tasks while meeting deadlines.
• Strong interpersonal, negotiation, and communication skills and client centricity.
• Experience with online data resources, web meetings, digital banking and mobile applications.
• 25% travel across Southwestern Ontario Region.

Responsibilities

• Leverage deep client discovery and financial analysis to meet credit requests and 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 client needs.
• Demonstrate teamwork by sharing best practices and assisting colleagues to meet client needs.
• Exercise due diligence in recommending credit applications with Credit Adjudicators and risk processes.

Skills

Financial analysis

Credit analysis

Client relationships

Time management

Negotiation

Communication

Digital tools

Travel

Education

Commerce/Business

Business Administration

Tools

CPA designation

CFA designation

Job description

Job Description

As a Financing Specialist, you are the credit expert within high performing commercial banking Client Relationship Teams. This role will have a concentration in the Healthcare Professionals segment. You engage directly with clients and contribute to an exceptional client experience by being a trusted strategic advisor who provides superior business, financial and credit advice, and support portfolio management. You partner with Relationship Managers, Commercial Financial Services, in credit discovery and advice leading to issuance of discussion papers and bringing new borrowing clients to RBC.

What will you do?

• Leverage deep client discovery and financial 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, risk and credit analysis/structuring in support of exceptional client relationship management
• Strong organizational skills, ability to manage multiple tasks while meeting time sensitive deadlines
• Strong interpersonal, negotiation, and communication skills and client centricity
• Experience with emerging resources, communications and technology (i.e., online data resources, web based meetings, social media, digital banking, and mobile applications)
• 25% travel across Southwestern Ontario Region.

Nice-to-have

• Strong presentation 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 Management

Additional Job Details

Address:

3405 HARVESTER RD:BURLINGTON

City:

Burlington

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-04

Application Deadline:

2026-09-18

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.