Residential Financial Specialist

A career at National Bank means having a direct impact on clients. As a Residential Financial Specialist, you’ll support clients in the branch by offering quality advisory services about mortgage credit. You’ll work in synergy with your colleagues to identify and meet the residential financing needs of clients that are referred to you or that you contact. You’ll also refer clients to your expert colleagues for their specialized needs.

Your role

Help clients develop residential financing strategies for their internal renewal and refinancing transactions and ensure that their banking, financing and coverage needs are met

Identify clients' financial needs and refer them to your expert colleagues for their specialized needs

Rigorously apply the established processes and procedures and ensure compliance and risk management rules in effect are followed

Continuously develop and update your knowledge of National Bank financing solutions

Your team

You’ll report to a Residential Financial Manager and work on a specialized team. You’ll work with the entire branch team in Montreal East 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

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!