Financing Specialist

Socket.dev; Kelowna; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC in Kelowna is seeking a financing specialist to deepen credit skills and support a high performing Commercial Banking team with portfolio management and compliance guidance.

You will work as a strategic partner to the Commercial Account Manager, delivering superior client-focused credit solutions and timely business recommendations for healthcare clients.

Qualifications

• Proven understanding of financial and credit analysis in support of exceptional client relationship management.
• Strong organizational skills with ability to manage multiple tasks while meeting time sensitive deadlines.
• Strong presentation and communication skills.
• Experience with online data resources, web based meetings, digital banking and mobile applications.

Responsibilities

• Leverage deepening business analysis skills to meet client expectations for credit requests and annual reviews.
• Provide quality business analysis and credit advice through presentations that 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 with Credit Adjudicators, especially in risk processes and guidelines.

Skills

Adaptability

Business Development

Client Centricity

Communication

Critical Thinking

Curious Mindset

Financial Acumen

Practice Management

Education

Post-secondary diploma/degree in Commerce or Business Administration

Job description

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 Management

Additional Job Details

Address:

1665 ELLIS ST:KELOWNA

City:

Kelowna

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-01

Application Deadline:

2026-09-22

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.