Residential Financial Specialist
Top Benefits
About the role
Residential Financial Specialist
Attendance
On-Site
Job number
26272
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
06-May-2025
Area(s) of interest: Advisory services, Mortgage products
Location(s): Saint-Jean-Sur-Richelieu
A career at National Bank means having a direct impact on clients. As a Residential Financing 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 territory will be in Saint-Jean-sur-Richelieu, operating in the Iberville branch of the National Bank.
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 Financial 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
You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team 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 a College diploma with 4 years of relevant experience
- Two years of experience in business development, preferably in the financial services sector (an asset)
- Knowledge of credit solutions and mortgage financing products
- Proven experience of collaborating with different stakeholders
Languages:
French
Skills
Press space or enter keys to toggle section visibility
Business Development
Communication
Emotional Intelligence
Problem Solving
Teamwork
Accountability
Client-focused
Learning Agility
Standards Compliance
Listening
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Residential Financial Specialist
Top Benefits
About the role
Residential Financial Specialist
Attendance
On-Site
Job number
26272
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
06-May-2025
Area(s) of interest: Advisory services, Mortgage products
Location(s): Saint-Jean-Sur-Richelieu
A career at National Bank means having a direct impact on clients. As a Residential Financing 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 territory will be in Saint-Jean-sur-Richelieu, operating in the Iberville branch of the National Bank.
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 Financial 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
You’ll report to a Residential Financing Manager and work on a specialized team. You’ll work with the entire branch team 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 a College diploma with 4 years of relevant experience
- Two years of experience in business development, preferably in the financial services sector (an asset)
- Knowledge of credit solutions and mortgage financing products
- Proven experience of collaborating with different stakeholders
Languages:
French
Skills
Press space or enter keys to toggle section visibility
Business Development
Communication
Emotional Intelligence
Problem Solving
Teamwork
Accountability
Client-focused
Learning Agility
Standards Compliance
Listening
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.