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Financing Solutions Specialist Hybrid

Apply now Job ID 7315581664 Date posted 04/29/2021

Primary Locations: Québec, Quebec

Employee Status: Regular

Schedule: Full-time

  • Do you have expertise in consumer credit and financing solutions?
  • Are you passionate about business development and offering clients sound advice?

A career as a Financing Solutions Specialist hybrid at National Bank means acting as an experienced specialist in credit and transactional banking solutions for clients of National Bank Financial (NBF) Investment Advisors and other partners.

We are expanding with the opening of banking centres in NBF offices and are building a team of truly passionate professionals who are committed to offering their distinctive clientele unparalleled service.

Your main challenges

  • Recommend strategic financing solutions (All-In-One, mortgage loan, line of credit) as well as solutions tailored to the needs of Investment Advisors (IA) clients.
  • Analyze and complete boardsheets for certain specialized credit products
  • Develop new business opportunities with IAs (position banking services in IAs' financial planning).
  • Make calls and attend meetings with our partners to build lasting business relationships
  • Provide exemplary service and a client-centric experience at all times 

More specifically, you will be required to:

  • Contribute to increasing the Bank's share of wallet and profitability by providing clients referred by IAs with the most suitable credit and transactional banking solutions
  • Ensure the IAs associated with your branch accept the service offer
  • Ensure ongoing communication with IAs in order to establish their needs and provide solutions that will allow them to maximize sales opportunities with their clients. Make the advisor promise a reality at all times by providing ongoing communication and follow-up with IAs about their clients
  • Implement and maintain an exemplary level of service
  • Follow up with potential clients; seize opportunities to refer the client to an IA or make complementary offers
  • You need to be able to identify the risks inherent to Personal and Commercial Banking activities.


  • Bachelor's degree in business administration (or related field) and six (6) years of relevant experience as a banker (small business and standard credit), or a Master's degree in a relevant field and four (4) years of related experience
  • Proven experience in business development and customer service
  • Excellent knowledge of the transactional banking and credit offering
  • In-depth knowledge of banking products and services for individuals
  • Willingness to be away from the office 5-10% of the time
  • Proven interpersonal relationship skills
  • Ability to work autonomously without close supervision
  • French (spoken and written), bilingualism French-English, a strong asset.

After your position as a Financing Solutions Specialist hybrid, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region. We offer many career opportunities and encourage internal mobility.

Your benefits

Upon hiring, you'll be eligible for a wide range of benefits. In addition to competitive compensation, we offer flexible and attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferential banking services
  • Community involvement program
  • Telemedicine
  • Virtual sleep clinic

These are just some of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

People first

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 peoples’ lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that's accessible to all employees. 

We want our recruitment process to be fully accessible. 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?
  • Are you ready to live up to your ambitions?

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment, and telemedicine services. The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management’s concrete commitment helps spread this value across all sectors of the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

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. 


Particular Condition:Compensation for this position comprises a base salary, commissions, and bonuses.

JobField: Advisory Services, Personal Banking

Unposting Date: 2021-05-11

Job Number: ADV0019W

Posting Date: 2021-05-04

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