Financial Services Expert

4 weeks ago


Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As a Financial Services Expert, you will support 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 Relationship Manager will enable enhanced client-facing time.

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, Curiosity, Financial Acumen, Practice Management

Additional Job Details

At RBC

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities. We strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

  • Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario Full time

    Job SummaryWe are seeking a highly skilled Regulatory Expert Lead to join our team at the Financial Services Regulatory Authority of Ontario. This is an exciting opportunity to lead and contribute to quantitative and qualitative research, development, and assessments to support departmental initiatives.About the RoleThe successful candidate will provide...


  • Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario Full time

    Job OverviewWe are seeking a Regulatory Expert Leader to join our team at the Financial Services Regulatory Authority of Ontario. In this role, you will provide specialist and subject matter expertise to the development and implementation of regulatory directives, supervisory practices, and assessments.Key ResponsibilitiesProvide direction and interpretation...


  • Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Care Insurance & Financial LTD. is seeking a skilled Financial Planning Expert to join our team.Job SummaryThe successful candidate will be responsible for collecting and analyzing financial information, preparing reports and recommendations for clients, and providing expert advice on investment opportunities.We are looking for an individual with a strong...


  • Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Job OverviewCARE INSURANCE & FINANCIAL LTD. is seeking an experienced Financial Markets Expert to join our team.


  • Toronto, Ontario, Canada Neo Financial Full time

    Unlock a Rewarding Career in Mortgage UnderwritingAt Neo Financial, we're revolutionizing financial services with innovative solutions and a customer-centric approach. As a Mortgage Underwriter and Financial Solutions Expert, you'll play a critical role in shaping the future of finance.With a rapidly expanding tech startup environment, you'll be part of a...


  • Toronto, Ontario, Canada Financial Services Regulatory Authority of Ontario Full time

    Job SummaryIn this key leadership role, you will oversee a team of subject matter experts in assessing the effectiveness of credit unions' and Ontario-incorporated insurance companies' non-financial resilience. Your expertise will be instrumental in shaping rules and guidance, articulating supervisory practices, and developing training programs for the...


  • Toronto, Ontario, Canada Scotiabank Full time

    We are seeking a Financial Services Expert to join our team at Scotiabank. As a Financial Services Expert, you will be responsible for providing exceptional service to our customers, connecting with them in a relatable way, and building strong relationships.Our ideal candidate will have a proven ability to meet and exceed sales targets, uncover and solve for...

  • Compliance Expert

    1 week ago


    Toronto, Ontario, Canada Momentum Financial Services Group_new Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading financial services organization committed to delivering exceptional services to its clients. With a strong focus on regulatory compliance, we are seeking a highly skilled Compliance Expert to join our team.Job SummaryWe are looking for a seasoned Compliance Expert to...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    We are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...


  • Toronto, Ontario, Canada Neilson Financial Services Full time

    Life Insurance Sales Advisor OpportunityWe are currently seeking a highly skilled and driven Full-Time Life Insurance Sales Advisor to join our growing Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.About the Role:You will leverage our product...


  • Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.


  • Toronto, Ontario, Canada CMLS Financial Full time

    About CMLS FinancialCMLS Financial is a leading provider of capital solutions for commercial property owners, developers, and real estate investors. Established in 1974, we have over 50 years of experience, serving 30,000 clients with $35 billion in assets under administration. Our offices are coast to coast, and we partner with prominent banks, investment...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Expert to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Demonstrate empathy and kindness in all interactions with colleagues and...


  • Toronto, Ontario, Canada OTT Financial Group Full time

    About OTT Financial GroupOTT Financial Group is a leading provider of financial services and investment solutions. Our team of experts leverages cutting-edge fintech innovations to deliver exceptional financial advice and best-in-class wealth management to our clients and business partners.We empower over 5,000 merchants and hundreds of thousands of...


  • Toronto, Ontario, Canada CI Financial Full time

    OverviewCI Financial is a leading independent company offering global wealth management and asset management advisory services through diverse financial services firms. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors.


  • Toronto, Ontario, Canada University Health Network Full time

    Supporting Revenue and Cash Flow MaximizationThe Financial Services Expert plays a key role in managing patient and/or client billing and collection to maximize revenue and cash flow in a high-volume, fast-paced department responsible for billing and collection.Main Responsibilities:* Ensure the efficient management of patient and/or client billing and...


  • Toronto, Ontario, Canada Synpulse Schweiz AG Full time

    Company OverviewSynpulse Schweiz AG is a global transformation partner elevating its clients in the financial sphere with tailor-made solutions, every step of the way. With offices worldwide and valued partnerships with numerous large financial institutions, Synpulse provides end-to-end services to clients from strategic planning to managed services.The...


  • Toronto, Ontario, Canada Iris Software Inc. Full time

    About Iris Software Inc.Iris Software Inc. is a leading provider of information technology solutions to clients nationwide.Our company prides itself on reliability, technical expertise, and a history of successfully completed projects for clients ranging from mid-sized to Fortune 1000 companies.Job DescriptionWe are seeking an experienced Financial Services...


  • Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    Senior Financial Reporting and Investment Services ManagerThis role leads and is responsible for the production of key aspects of the organization's financial reporting, including consolidated internal reporting, Canadian and US statutory reporting, and other senior management and Board reporting.The incumbent will also be responsible for the accounting,...


  • Toronto, Ontario, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're passionate about helping people, businesses, and society prosper in good times and be resilient in bad times. As a Customer Service and Support Expert, you'll be part of a dynamic team that delivers exceptional customer experiences.We're seeking a skilled and enthusiastic individual to join our team at the Intact...