Broker Channel Advisor

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank in Montreal is seeking a Broker Channel Advisor to serve as the first point of contact for clients beginning their relationship post-mortgage financing through external brokers. You will deliver clear, customer-focused guidance across channels and steer clients to the most suitable bank solutions.

You’ll stay informed about mortgage products, collaborate with partners, and support business development while maintaining a strong client-centric approach in a dynamic environment.

Qualifications

• Requirements include college diploma or university certificate with years of experience, or bachelor’s degree with experience.
• Experience providing client support in an advisory role, ideally in financial services.
• Knowledge of mortgage products.
• Ability to collaborate with multiple stakeholders, including external partners.
• Interest in outbound calls for business development.

Responsibilities

• Deliver a high-quality client experience by explaining and simplifying mortgage financing information.
• Identify clients’ needs and direct them to the best distribution channel.
• Stay informed about Canadian financial industry trends to propose tailored solutions.
• Develop in-depth knowledge of the Bank’s products and services and demonstrate their advantages.

Skills

Communication

Problem Solving

Teamwork

Accountability

Client Focus

Learning Agility

Compliance with Standards

Job description

Area(s) of interest: Advisory services, Mortgage products

Location(s): Montreal

A career as a Broker Channel Advisor in the National Bank call centre is an opportunity to achieve your ambitions while helping improve the lives of our clients, your colleagues, and yourself.

With your warm approach and the quality of your remote advisory services, you serve as the first point of contact for new clients who begin their relationship with National Bank after obtaining mortgage financing through an external mortgage broker.

Your Role

• Deliver a high-quality client experience by clearly explaining and simplifying information related to new mortgage financing through various communication channels.


• Identify clients’ needs and direct them to the distribution channel best suited to their situation, fostering stronger engagement with the Bank.


• Stay informed about trends and developments in the Canadian financial industry in order to recommend relevant and tailored solutions.


• Develop in-depth expertise in the Bank’s products and services and demonstrate their advantages based on clients’ specific needs.

Your Team

You will be part of a growing team that is passionate about financial advice and client relationships. Reporting to the Manager, you will benefit from a structured development program and tailored coaching designed to deepen your knowledge of the Bank’s solutions and enhance your advisory approach.

Your work schedule is generally Monday to Thursday from 9:00 a.m. to 8:00 p.m. and Friday from 8:00 a.m. to 6:00 p.m. The schedule is variable and communicated three weeks in advance. It includes one evening per week until 8:00 p.m.

Requirements

• College diploma (DEC) with three years of experience, or a university certificate with two years of experience, or a bachelor’s degree with one year of experience.


• Experience providing client support in an advisory role, ideally within the financial services industry.


• Knowledge of mortgage products.


• Ability to collaborate with multiple stakeholders, including external partners.


• Interest in making outbound calls for business development purposes.


• Ability to thrive in a transforming environment and navigate ambiguity.

Skills

• Communication


• Problem Solving


• Teamwork


• Accountability


• Client Focus


• Learning Agility
• Compliance with Standards

Languages:

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

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 such as:

• Health and wellness program, including many options


• Employee Share Ownership Plan


• Employee and family assistance program


• Preferential banking services


• Involvement in community initiatives


• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?