Financing Solutions Specialist

Attendance: Hybrid

Employment Category: Intermediate Professional

Type of Contract: Permanent

Benefits for vendors: Are you passionate about delivering exceptional financial advice and building meaningful client relationships? Join the NBF Banking Centres team at National Bank as a Financing Solutions Specialist, where your expertise in transaction banking and financing solutions will make a lasting impact.

**Your Role**:
As a Financing Solutions Specialist, you’ll be a trusted specialist in banking and credit solutions, helping clients achieve their financial goals with confidence and clarity. You will:

- Act as an expert in transaction banking and financing solutions.
- Recommend tailored financing strategies such as mortgage loans, lines of credit, and all-in-one solutions.
- Provide personalized support and ensure files are handled with precision and professionalism.
- Collaborate closely with investment advisors to integrate banking services into holistic financial planning.
- Maintain seamless communication and follow-ups to uphold our Advisor promise.
- Drive business development through proactive outreach, meetings, and strategic follow-ups.

**Your Team**:
You’ll be part of a dynamic group of over 25 specialists led by the Vice-President of NBF Banking Centres. Our team thrives on agility, collaboration, and innovation—always seeking new ways to enhance processes and stay ahead of the curve.

Reporting to the Sales Manager, you’ll work in a supportive environment that values diligence, care, and strategic thinking. We’re committed to helping you succeed while maintaining a healthy work-life balance.

What You Bring:

- A bachelor’s degree in Business Administration (or related field) and 6+ years of relevant banking experience (or a master’s degree and 4+ years of experience).
- Proven experience in business development and advisory services.
- Strong knowledge of transaction and credit banking products.
- Ability to work independently, build trust-based relationships, and collaborate effectively.
- Willingness to travel occasionally (5% to 10%)

**Your benefits**

In 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 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.

Come live your ambitions with us

Additional required languages: English

Skills: Business Development, Communication, Emotional Intelligence, Mortgage Lending, Problem Solving, Relationship Building, Teamwork, Accountability, Client-focused, Learning Agility, Standards Compliance, Listening, Personal Banking Products, Personal Lending