Residential Financial Specialist - Montreal - National Bank

    National Bank
    National Bank Montreal

    1 day ago

    Full time
    Description

    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 preferences.

    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 solutions
    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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