Mortgage Retention & Growth Advisor helping clients navigate mortgage renewals at RBC. Providing tailored advice and support for homeownership and financial decisions.
Responsibilities
Connect with clients , you will reach out to clients approaching their mortgage renewal, listen to their goals, and help them explore their options
Build Relationships: Stay in touch with clients throughout their entire renewal journey, making sure they feel supported every step of the way
Provide Thoughtful Advice: Discuss mortgages, home equity, and credit solutions in a way that makes sense for each client
Spot Opportunities: Demonstrating curiosity, you identify ways you can help clients with other financial needs and introduce them to the right team
Collaborate Across RBC: You will work with branch teams, mortgage specialists, and other advisors to connect clients with the right solutions
Requirements
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
Lending Experience: You have a proven track record of successfully structuring credit deals and submitting credit applications
A genuine Interest in Homeownership & Passion for Advising Clients: Finding tailored solutions for your clients when it comes to their home ownership and helping people with money decisions
Strong Communication: You can explain things clearly, listen well, and build rapport with different types of people
Self-Motivated: You take initiative, follow through on commitments with a proven track record of translating goals into actionable results
Comfort with Flexibility: You’re adaptable in a fast-paced environment and comfortable working evenings and weekends.
Benefits
Growth & Development Opportunities : Access world-class training, coaching, and opportunities to advance your career while collaborating with a high-performing team.
Rewards & Flexibility : Competitive compensation, bonuses, flexible benefits, and work arrangements.
Collaborative Culture: Work alongside a dynamic, high-performing team committed to progressive thinking and mutual success.
Impactful Work: Help clients achieve their homeownership dreams, nurturing relationships and providing meaningful advice on mortgage options, home equity, and personalized credit solutions.
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