Senior Financial Specialist

RBC; Vancouver; On-site; CAD 85,000 - 110,000; Full time

Job summary

RBC Vancouver is seeking a skilled Financing Specialist to support a high-performing commercial banking team, managing credit processes and portfolio oversight. You will advise on business, financial, and credit matters while collaborating with the Commercial Account Manager to enhance client-facing time.

The role emphasizes credit analysis, risk-aware decision-making, and teamwork in a dynamic banking environment. It offers growth opportunities within Personal & Commercial Banking.

Qualifications

• Proven track record in financial and credit analysis in support of exceptional client relationship management.
• Minimum 3 years’ experience in commercial lending in a financial institution.
• Strong organizational skills, ability to manage multiple tasks while meeting time sensitive deadlines.
• Strong presentation and communication skills.
• Proficient in software tools including Synergy, Newton, and Excel, with experience in financial modeling.
• Experience with emerging resources, communications and technology (online data resources, web meetings, social media, digital banking, mobile apps).
• Post-secondary diploma/degree in Commerce or Business Administration is preferred.
• CPA or CFA designation is a plus.

Responsibilities

• Leverage superior business analysis skills to meet client expectations for credit requests and annual reviews.
• Provide quality business analysis and credit advice through clear presentation options.
• Demonstrate RBC’s capability to provide creative financial solutions and timely credit delivery.
• Mentor colleagues to meet client needs through teamwork.
• Exercise due diligence in recommending credit applications, collaborating with Risk Management.

Skills

Credit analysis

Commercial lending

Organizational skills

Presentation & communication

Finance software (Synergy, Newton, &  

Digital tools experience

Education

Post-secondary diploma/degree in Commerce or Business Administration

CPA or CFA designation

Tools

Synergy

Newton

Excel

Job description

Job Description

As a skilled financing specialist 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 contribution to the Client’s Relationship Team, and strategic partner to the Commercial Account Manager, managing the credit process will enable enhanced client-facing time.

Job Description

As a skilled financing specialist 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 contribution to the Client’s Relationship Team, and 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
• Minimum 3 years’ experience in commercial lending in a financial institution
• Strong organizational skills, ability to manage multiple tasks while meeting time sensitive deadlines
• Strong presentation and communication skills
• Proficient in software tools including Synergy, Newton, and Excel, with experience in financial modeling
• 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

• Assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
• Strong interpersonal and negotiation skills
• Specialized industry expertise in a past role (e.g. real estate, healthcare, agriculture etc.)
• Minimum post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
• Chartered Professional Accounting 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: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-11-06

Application Deadline: 2026-11-21

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.

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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.