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 discoveryAnalyze client credit profiles and debt servicing capacitiesValidate documentation to support applications with external lendersCreate compelling business cases for client referralsAdvise on product features, rates, and lending termsRequirements:Minimum 2 years in the mortgage industry or financial servicesStrong knowledge of mortgage products and lending criteriaProven analytical skills in credit assessment and viabilityExcellent communication abilities for client interactionsBilingual in English and French requiredUtilize your analytical skills and client-focused approach to guide RBC clients toward successful financial futures.

📌 Home Equity Specialist At Rbc (Montreal)
🏢 RBC
📍 Montreal