Residential Financing Specialist

Banque Nationale du Canada; Bathurst; On-site; CAD 33,000 - 41,000; Full time

Benefits offered by this job

Insurance coverage

Vacation

Pension plan

Employee share ownership plan

Flexible benefits

Job summary

National Bank of Canada is seeking a Residential Financing Specialist to guide clients through mortgage strategies and growth opportunities. You’ll support advisors, refer clients to specialized teams, and expand the bank’s client base while maintaining strict regulatory compliance.

You will leverage your knowledge of financing products, build lasting relationships, and deliver an exceptional advisory experience across a broad range of financial needs.

Qualifications

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

Responsibilities

• Identify client needs and recommend the most appropriate mortgage strategies.
• Act as a trusted resource for credit solutions and actively support advisors through day-to-day guidance to help identify and develop business opportunities.
• Provide a comprehensive client experience by referring clients to specialized advisory centre teams based on their needs (insurance, banking services, investments, commercial banking).
• 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

Driving Results

Insurance

Investments

Mortgage Lending

Readiness

Teamwork

Client Engagement

Client-focused

Digital literacy

Objection Handling

Oral Communication

Resiliency

Standards Compliance

Education

DEC or equivalent

Job description

Area(s) of interest: Advisory services, Mortgage products

National Bank of Canada 2.94K subscribers

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
• Act as a trusted resource for credit solutions and actively support advisors through day-to-day guidance to help identify and develop business opportunities
• Provide a comprehensive client experience by referring clients to specialized advisory centre teams based on their needs (insurance, banking services, investments, commercial banking)
• 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.

To help you succeed, you will have access to:

• Comprehensive onboarding and training
• Ongoing coaching and development
• A dedicated support team available to assist you on a daily basis, including specialists and expert support lines

Requirements

• College diploma (DEC) or equivalent
• Minimum of 2 years of experience in business development, ideally within the financial services industry
• Excellent organizational and planning skills to effectively manage a territory, priorities, and day-to-day activities
• 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

Languages:

Skills

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Driving Results Insurance Investments Mortgage Lending Readiness Teamwork Client Engagement Client-focused Digital literacy Objection Handling Oral Communication Resiliency Standards Compliance

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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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