Residential Financing Specialist

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