Planificateur Financier - Chicoutimi

toronto dominion bank; Saguenay; On-site; CAD 33,000 - 41,000; Full time

Benefits offered by this job

Health & wellness

Employee Share Ownership Plan

Employee assistance program

Preferential banking services

Community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking a Residential Financing Specialist to guide clients through homeownership, tailoring mortgage strategies to their unique financial situations and coordinating with specialist partners to deliver a full range of solutions.

You will grow the client base and deepen relationships by delivering a distinctive advisory experience, while applying rigorous processes to ensure compliance with regulatory requirements and maintaining an exemplary service standard.

Qualifications

• College diploma (DEC) or equivalent.
• Minimum 2 years of business development experience in financial services.
• Ability to identify mortgage needs and provide end-to-end financing guidance.
• Strong organizational and planning skills to manage territory and priorities.

Responsibilities

• Identify client needs and recommend the most appropriate mortgage strategies.
• Provide a comprehensive client experience by referring clients to specialized advisory centre teams based on their needs (insurance, banking services, investments, etc.).
• Grow and retain National Bank’s client base by delivering a distinctive advisory experience.
• Apply processes rigorously and ensure compliance with all applicable regulatory requirements.

Skills

Business development

Mortgage advisory

Client relationship management

Regulatory compliance

Education

DEC or equivalent

Job description

A career as a Residential Financing Specialist at National Bank means making a real difference during some of the most important moments in our clients’ lives. You support clients through one of their most significant milestones: their homeownership journey.

Every day, you guide clients with mortgage strategies tailored to their unique situation and collaborate with specialized partners to deliver solutions that address their full range of financial needs. You play a key role in growing our market share by identifying new business opportunities and building lasting relationships with existing, referred, and newly acquired clients through your business development efforts.

Your role

• Identify client needs and recommend the most appropriate mortgage strategies.
• Provide a comprehensive client experience by referring clients to specialized advisory centre teams based on their needs (insurance, banking services, investments, etc.).
• Grow and retain National Bank’s client base by delivering a distinctive advisory experience.
• Apply processes rigorously and ensure compliance with all applicable regulatory requirements.

Compensation and benefits

Your compensation package includes:

• A $37,000 annual base salary.
• Unlimited commissions directly linked to your performance.
• An annual bonus based on your results and your collaboration with your team and partners.

You will also benefit from:

• A permanent full-time position.
• A competitive benefits package, including insurance coverage, vacation, pension plan, employee share ownership plan, and more.
• A work environment that promotes flexibility and empowers you to independently manage your daily activities and priorities.

Your team

You will be part of a branch-based team, supported by a Residential Financing Manager who is committed to your development and success.

Requirements

• College diploma (DEC) or equivalent.
• Minimum of 2 years of experience in business development, ideally within the financial services industry.
• Ability to take a holistic, end-to-end approach to understanding clients’ financial needs and goals.
• Foundational knowledge of financing products and services, combined with a strong interest in developing and expanding that expertise.
• Strong professional rigor, both from a technical standpoint and in the quality of client service and follow-up.
• Excellent organizational and planning skills to effectively manage a territory, priorities, and day-to-day activities.

Languages

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?