Elevate clients' homeownership dreams with RBC as a Home Equity Referral Specialist in Montreal. Provide expert guidance to connect clients with the right lending solutions when traditional criteria aren't met. In this full time role, you will help clients navigate mortgage challenges by analyzing their financial profiles and connecting them with third-party lenders.

Your expertise will be crucial in developing transition strategies while building lasting relationships. You will ensure clients have access to competitive products and maintain continuous communication to track their progress. Key Responsibilities:
Review declined mortgage applications and conduct thorough client discovery
Analyze client credit profiles and debt servicing capacities




Validate documentation to support applications with external lenders
Create compelling business cases for client referrals
Advise on product features, rates, and lending terms Requirements:
Minimum 2 years in the mortgage industry or financial services
Solid knowledge of mortgage products and lending criteria
Proven analytical skills in credit assessment and viability
Excellent communication abilities for client interactions
Bilingual in English and French required Utilize your analytical skills and client-focused approach to guide RBC clients toward successful financial futures.

📌 Home Equity Specialist At Rbc Montreal
🏢 RBC
📍 Montreal