Remote Mortgage Advisory Consultant

National Bank of Canada; Montreal; Remote; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada’s call centre is seeking a Broker Channel Advisor to deliver clear mortgage financing guidance and build strong client relationships across channels. You will identify needs, guide clients to the best solutions, and stay informed on market trends to offer tailored recommendations.

Join a team focused on advisory excellence, collaborating with partners and stakeholders, and delivering a high-quality client experience through a flexible schedule and ongoing coaching.

Qualifications

• Requires client advisory experience, ideally in financial services.
• Knowledge of mortgage products and related regulations.
• Ability to collaborate with multiple stakeholders including external partners.
• Interest in outbound calls for business development and building client relationships.

Responsibilities

• Deliver high-quality client experience by explaining mortgage financing details across channels.
• Identify client needs and route to the best distribution channel for their situation.
• Stay informed about Canadian financial industry trends to tailor solutions.
• Develop in-depth product knowledge and demonstrate advantages to clients.

Skills

Communication

Emotional Intelligence

Problem Solving

Teamwork

Accountability

Client Focus

Learning Agility

Compliance with Standards

Active Listening

Education

DEC + 3 years experience

University certificate + 2 years experience

Bachelor’s degree + 1 year experience

Job description

National Bank of Canada’s call centre is seeking a Broker Channel Advisor to deliver clear mortgage financing guidance and build strong client relationships across channels. You will identify needs, guide clients to the best solutions, and stay informed on market trends to offer tailored recommendations.

Join a team focused on advisory excellence, collaborating with partners and stakeholders, and delivering a high-quality client experience through a flexible schedule and ongoing coaching.