The Residential Financing Specialist at National Bank supports clients in branches by providing advisory services for mortgage credit. This role involves working with colleagues to identify and meet residential financing needs, as well as referring clients to other experts for specialized requirements. The specialist is crucial in guiding clients through the significant milestone of home buying, offering an exceptional client experience, and developing credit opportunities within the National Bank's network.
Support clients in 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 knowledge of financing solutions up to date.
Obtain a Mutual Fund Representative license.
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.
Bachelor's Degree or College Diploma
Full-Time
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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