Residential Financial Specialist

4 weeks ago


Montreal, Canada National Bank Full time
A career as Residential Financial Specialist  is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist , you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the various experts in the branch network, such as advisors and financial planners, benefiting from their mortgage financing references
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 Financing 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
Your team
With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Basic requirements
Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
2 years of experience in business development, preferably in financial services
Interest in working as a team to reach targets
Knowledge of Personal Banking credit solution
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.
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 us

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