Job Summary

Job Description

What is the opportunity?

As a Mortgage Specialist Associate,  you provide direct client and sales support to Mortgage Specialists, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Mortgage Specialist Team, you provide leadership around the development of the Associate role and bring innovative ideas to grow market share.

What will you do?

Enable Mortgage Specialists, by assisting with preparations for client meetings, and supporting the fulfilment of mortgage solutions and referrals to appropriate partners

Provide consistent support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required

Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies

Maximize opportunities to effectively identify client needs, make referrals, acquire new mortgage clients, and track and review progress against the teams’ annual plan

Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk

Support Mortgage Specialists, with administrative activities, applying a proactive approach to achieving a superior client experience

 

What do you need to succeed?

Must-have

Previous experience in Home Equity Financing

Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills

IT literacy including the Microsoft Office suite of products, and digital knowledge

Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone

Flexibility, eagerness to learn, strong personal ethics, and a hunger for success

Ability to work both independently and in a team environment, demonstrating strong collaboration skills

Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

Track record in building rapport and maintaining client relationships within the financial industry

Experience in proactive retail sales, lead and sales pipeline management

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits

Continued opportunities for career advancement

Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities

Opportunity to achieve great success and grow your career with RBC

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-29

Application Deadline:

2025-02-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.