Residential Financial Specialist

National Bank of Canada; Outaouais; On-site; CAD 33,000 - 41,000; 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 is seeking a Residential Financing Specialist to guide clients through home purchase journeys and tailor mortgage strategies to their needs.

You will build long-term relationships, connect clients with the right specialists, and support growth through business development and referrals. A base salary accompanies uncapped commissions and an annual bonus, with a permanent full-time role in a branch-based team.

Qualifications

• Completed college diploma or equivalent.
• Minimum of 2 years in business development, ideally within the financial services industry.
• Ability to take an end-to-end approach to fully understand clients’ needs and financial goals.
• Foundational knowledge of financing products and services, along with a strong interest in developing and deepening this expertise.
• Strong professional discipline and attention to detail, both in technical execution and in the quality of client service and follow-up.

Responsibilities

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

Skills

Client needs assessment

Business development

Financial product knowledge

Regulatory compliance

Education

College diploma or equivalent

Job description

A career as
aResidential Financing Specialistat 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 biggest life projects: purchasing a home.

Every day,
you guide clients by providing mortgage strategies tailored to their unique
situations and work closely with specialized partners to deliver solutions that
address their broader financial needs.

You also
play an active role in growing your portfolio by building and strengthening
long-term relationships with existing clients, referrals, and prospects
generated through your business development efforts.

Your Role

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

Compensation and Benefits

Your compensation includes:

• A base salary of$37,000
  per year.
• Uncapped commissions directly
  tied 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
  (insurance, vacation, pension plan, and more).

Your Team

You will be
part of a branch-based team, supported by aResidential Financing Managerwho
is committed to your growth and success.

To help you
thrive in your role, you will have access to:

• Comprehensive training from day
  one.
• Ongoing
  coaching and development.
• A dedicated support team to
  assist you daily (subject matter experts, specialized support line, etc.).

Requirements

• Completedcollege
  diplomaor equivalent post-secondary education.
• Minimum of2 years of
  experience in business development, ideally within the financial
  services industry.
• Ability to take an end-to-end
  approach to fully understand clients’ needs and financial goals.
• Foundational knowledge of
  financing products and services, along with a strong interest in
  developing and deepening this expertise.
• Strong professional discipline
  and attention to detail, both in technical execution and in the quality of
  client service and follow-up.

Languages: French

Required skills:

Your benefits

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
• 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

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?