Mortgage Advisory Specialist — Remote (Montreal)

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

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.