Mortgage Specialist Associate

Job Summary

Job Description

What is the opportunity?

As a Mortgage Specialist Associate, you provide direct client and sales support to Mortgage Specialists, enabling them to focus on planning, advice activities, and acquisition of new clients. You contribute to a differentiated client experience by providing value-added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Mortgage Specialist Team, you provide leadership around the development of the Associate role and bring innovative ideas to grow market share.

What will you do?

• Enable Mortgage Specialists by assisting with preparations for client meetings and supporting the fulfillment of mortgage solutions and referrals to appropriate partners.
• Provide consistent support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups as required.
• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies.
• Maximize opportunities to effectively identify client needs, make referrals, acquire new mortgage clients, and track and review progress against the teams’ annual plan.
• Exercise due diligence in following all policies and procedures, and identify/correct areas of operational risk.
• Support Mortgage Specialists with administrative activities, applying a proactive approach to achieving a superior client experience.

What do you need to succeed?

Must-have

• Previous experience in Home Equity Financing.
• Demonstrated success working in a fast-paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills.
• IT literacy including the Microsoft Office suite of products and digital knowledge.
• Excellent communication skills including the ability to interact with partners effectively in person, via email, and on the phone.
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills.

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial industry.
• Experience in proactive retail sales, lead, and sales pipeline management.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
• Continued opportunities for career advancement.
• Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools, coaching, and development opportunities.
• Opportunity to achieve great success and grow your career with RBC.

Job Skills

Additional Job Details

Address: 383 ASPEN GLEN LANDING SW, CALGARY

City: CALGARY

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-22

Application Deadline: 2025-04-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.