Home Financing Strategist
1 week ago
A career at National Bank offers a unique opportunity to make a direct impact on clients. As a Home Financing Strategist, you will support clients in the branch by providing quality advisory services about mortgage credit. You will work in synergy with your colleagues to identify and meet the home financing needs of clients referred to you or that you contact. You will also refer clients to your expert colleagues for their specialized needs.
Your territory will be serving clients across various areas.
**Please note that there are opportunities available in different regions.**
Your role
Buying a home is one of life's major milestones, and our clients are increasingly well informed about home financing options. As a Home Financial Specialist, you will provide an unparalleled client experience.
You will 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 home 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
Your team
You will report to a Residential Financing Manager and work on a specialized team. You will 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
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