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Residential Financing Specialist

Apply now Job ID 7202991888 Date posted 04/26/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time


Are you interested in mortgage credit advisory services?

Do you have experience in customer service and business development?

Would you like to work as an expert serving our clients in a branch?

Buying a home is one of life’s major milestones, and our clients are increasingly well informed about residential financing.

As a Residential Financing Specialist, you'll provide an unparalleled client experience

You'll identify and develop credit opportunities for National Bank clients

Experience the synergy of working with many different experts, including financial planners, in our branch network

You'll benefit from their mortgage financing referrals.

Come work for one of Canada's top employers!

 What about the day-to-day activities of the position?

  • Good work/life balance
  • Stimulating, innovative work environment, focused on authentic relationships
  • Flexible training path
  • Opportunity to progress rapidly in your career
  • Collaborative work environment and tools that allow you to offer a superior client experience
  • Competitive total compensation and excellent employee benefits

In your role as a Residential Financing Specialist, you will also:

  • Support our clients by developing the best residential financing strategy for their needs
  • Refer files to various experts when necessary
  • Apply established processes and procedures thoroughly
  • Comply with current standards and regulations
  • Keep your knowledge of financing solutions up to date


The successful candidate must meet the following requirements:

  • Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 4 years of relevant experience
  • 2 years of experience in business development, preferably in financial services
  • Knowledge of Personal Banking credit solutions, an asset
  • Interest in working as a team to reach targets
  • Bilingualism, both spoken and written in French, and English

 At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.

National Bank values all aspects of diversity and sees it as a tremendous source of wealth. We want to offer an open, respectful work environment where all employees can achieve their full potential. Senior management has made a concrete commitment to promote this value across all sectors of the organization.  We're committed to providing accommodations as needed and ensuring accessibility during the recruitment process and after hiring.  If you have any specific needs, please let us know during our initial conversation and we'll be happy to accommodate you.

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Particular Condition: The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities -The selected candidates will have to complete online tests during the recruitment process. - Flexibility required to cover 1 to 2 evening per week and Saturdays. Please note that the work schedule may vary according to operational needs. Please note that the Residential Financing Specialist will work remotely to serve the clientele according to the needs of the branches in the Montreal area, and may be located in one of our offices in Montreal depending on the residence of the selected candidate. This position is paid a base salary + commissions and provides a competitive total compensation package (including employee benefits, pension plan, performance-based incentive programs).

JobField: Advisory Services, Personal Banking

Job Number: PER0041Q

Posting Date: 2021-04-26

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