Senior Financing Specialist

RBC; Calgary; On-site; CAD 90,000 - 105,000; Full time

Job summary

A leading bank seeks a Senior Financing Specialist to provide expert credit advice and support portfolio management. This role will focus on client relationship management, offering superior financial solutions, and collaborating closely with commercial financial teams. Ideal candidates will have a track record in financial analysis and a passion for client satisfaction within a high-performing environment.

Benefits

Comprehensive Total Rewards Program

Performance based bonuses

Flexible benefits

Opportunities for personal and professional growth

Qualifications

• Minimum 3 years' experience in commercial lending.
• Proven track record in financial, risk, and credit analysis.

Responsibilities

• Leverage superior client discovery and business analysis skills.
• Provide quality business analysis and credit advice.
• Partner with Relationship Managers for credit solutions.

Skills

Client Centricity

Communication

Critical Thinking

Financial Acumen

Negotiation

Education

Post-secondary diploma/degree, ideally in Commerce or Business Administration

Chartered Professional Accounting designation (CPA) or Chartered Financial Analyst (CFA)

Job description

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What is the opportunity?

As a deeply skilled financing specialist, you are a leader in credit advice and expertise within high performing commercial banking Client Relationship Teams. 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.

Job Summary

Job Description

What is the opportunity?

As a deeply skilled financing specialist, you are a leader in credit advice and expertise within high performing commercial banking Client Relationship Teams. 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 superior client discovery and 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, risk and credit analysis/structuring 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 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)
  
  

Nice-to-have

• Strong presentation 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, Curiosity, Financial Acumen, Practice Management

Additional Job Details

Address:

335 8 AVE SW:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-29

Application Deadline:

2025-07-04

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

Inclusion and Equal Opportunity Employment

At 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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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