Mortgage Specialist Associate

RBC; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A major financial institution in Montreal seeks a Mortgage Specialist Associate to support Mortgage Specialists and enhance client experience. The role involves assisting with client meetings, managing documentation, and identifying client needs. Ideal candidates will be bilingual in English and French with strong communication and problem-solving skills. The position includes a comprehensive rewards program and opportunities for career advancement in a collaborative team environment.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

Dynamic team support

Qualifications

• Previous experience in Home Equity Financing.
• Demonstrated success in a fast-paced environment.
• Ability to manage competing priorities effectively.

Responsibilities

• Assist Mortgage Specialists in client meeting preparations.
• Provide consistent support for client requests.
• Track and review progress against team goals.

Skills

Home Equity Financing

Multi-tasking

Problem-solving

IT Literacy

Communication Skills

Team Collaboration

Bilingualism (English and French)

Tools

Microsoft Office Suite

Job description

Job Description

As a Mortgage Specialist Associate, you provide direct client and sales support to Mortgage Specialists, to enable 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 fulfilment 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 identity/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 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
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

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

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.

Additional Job Details

• Address: 1 PLACE VILLE MARIE:MONTRÉAL
• City: Montréal
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-12-03
• Application Deadline: 2025-12-17

Note

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