Residential Financing Specialist

Area(s) of interest: Advisory services, Mortgage products

Location(s): Montreal

A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist, you’ll support clients in the branch by offering quality advisory services about mortgage credit. You’ll work in synergy with your colleagues to identify and meet the residential financing needs of clients that are referred to you or that you contact. You’ll also refer clients to your expert colleagues for their specialized needs.

Your role

Buying 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 needs

- Refer files to various experts when necessary

- Apply established processes and procedures thoroughly

- Comply with current standards and regulations

- Keep your knowledge of financing solutions up to date

- Mutual Fund Representative license obtained

Your team

You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team and various financial experts to meet all our clients’ financial needs.

Prerequisites

- Bachelor’s degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience

- Two years of experience in business development, preferably in financial services

- Knowledge of credit solutions and mortgage financing products

- Interest in working on a team

Languages:

French

Skills

- Business Development

- Communication

- Emotional Intelligence

- Problem Solving

- TeamworkAccountability

- Client-focused

- Learning Agility

- Standards Compliance

- Listening

Benefits

- Health and wellness program, including many options

- Employee Share Ownership Plan

- Employee and Family Assistance Program

- Preferential banking services

- Opportunities to get involved in community initiatives

- Virtual sleep clinic

These 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 first

We'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?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

#J-18808-Ljbffr