At a Glance
- Tasks: Guide clients through their homeownership journey with tailored mortgage strategies.
- Company: Join National Bank, a people-first bank with a dynamic culture.
- Benefits: Competitive salary, unlimited commissions, flexible work environment, and comprehensive benefits.
- Other info: Ongoing training and support to help you succeed in a collaborative team.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: 2 years in business development and a college diploma required.
The predicted salary is between 37000 - 37000 $ per year.
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:
- 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
- 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
Your benefits:
- 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.
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!
Residential Financing Specialist – Hybrid in Bathurst employer: National Bank
At National Bank, we pride ourselves on being an exceptional employer, offering a dynamic and supportive work environment for our Residential Financing Specialists in Bathurst, Fredericton, and Moncton. With a focus on employee growth, we provide comprehensive onboarding, ongoing coaching, and a competitive benefits package that includes flexible insurance options and a generous pension plan. Our culture promotes collaboration and innovation, ensuring that you can make a meaningful impact while enjoying a fulfilling career in the financial services industry.
