Residential Financial Specialist

Join to apply for the Residential Financial Specialist role at National Bank of Canada3 days ago Be among the first 25 applicantsJoin to apply for the Residential Financial Specialist role at National Bank of CanadaGet AI-powered advice on this job and more exclusive features.A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist,you’llsupport clients in the branch by offering quality advisory services about mortgage credit.You’llwork in synergywith your colleagues toidentifyand meet the residential financing needs of clients that are referred to you or that you contact.You’llalso refer clients to your expert colleagues for their specialized needs.Your territory will be in the Saint-Lazare/Rigaud area.Your roleBuying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financial Specialist, you'll provide an unparalleled client experience.You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.More specifically, you will :Support our clients by developing the best residential financing strategy for their needsRefer files to various experts when necessaryApply established processes and procedures thoroughlyComply with current standards and regulationsKeep your knowledge of financing solutions up to dateYour teamYou’llreport to a Residential Financing Manager and work on a specialized team.You’llwork with the entire branch team and various financial experts to meet all our clients’ financial needs.PrerequisitesBachelor’s degree in a related field and 1 year of relevant experience or a College diploma with 4 years of relevant experienceTwo years of experience in business development, preferably in the financial services sector (an asset)Knowledge of credit solutions and mortgage financing productsProven experience of collaborating with different stakeholdersA career at National Bank means having a direct impact on clients. As a Residential Financing Specialist,you’llsupport clients in the branch by offering quality advisory services about mortgage credit.You’llwork in synergywith your colleagues toidentifyand meet the residential financing needs of clients that are referred to you or that you contact.You’llalso refer clients to your expert colleagues for their specialized needs.Your territory will be in the Saint-Lazare/Rigaud area.Your roleBuying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing. As a Residential Financial Specialist, you'll provide an unparalleled client experience.You'll identify and develop credit opportunities for National Bank clients. Experience the synergy of working with many different experts, including financial planners, in our branch network.More specifically, you will :Support our clients by developing the best residential financing strategy for their needsRefer files to various experts when necessaryApply established processes and procedures thoroughlyComply with current standards and regulationsKeep your knowledge of financing solutions up to dateYour teamYou’llreport to a Residential Financing Manager and work on a specialized team.You’llwork with the entire branch team and various financial experts to meet all our clients’ financial needs.PrerequisitesBachelor’s degree in a related field and 1 year of relevant experience or a College diploma with 4 years of relevant experienceTwo years of experience in business development, preferably in the financial services sector (an asset)Knowledge of credit solutions and mortgage financing productsProven experience of collaborating with different stakeholdersYour benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.* Health and wellness program, including many options* Flexible group insurance* Generous pension plan* Employee Share Ownership Plan* Employee and Family Assistance Program* Preferential banking services* Opportunities to get involved in community initiatives* Telemedicine service* Virtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us,and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?Come live your ambitions with usSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at National Bank of Canada by 2xSign in to set job alerts for “Financial Professional” roles.Sainte-Claire, Quebec, Canada 1 month agoSenior Advisor, Financial performance and budgetFinancial Education Advisor, Business development and sales supportOperational Risk Advisor - Temporary 1 yearSenior Advisor, Accounting standards and financial governanceWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr