Home Equity Referral Specialist
RBC — 2 Locations
Posted 2026-10-07
Job Description What is the opportunity? In this role, you help clients achieve their homeownership dreams by providing thoughtful guidance when their traditional mortgage application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that position them to achieve their financial goals. Your expertise in analyzing client credit profiles, building compelling business cases for external lenders, and structuring appropriate lending solutions ensures clients access the right products at competitive terms. Your ability to balance empathy with sound financial judgment, combined with your talent for building lasting client relationships and partnering across RBC, creates opportunities for clients to succeed financially and strengthens their long-term loyalty to RBC. What will you do? Review declined RBC mortgage applications and conduct thorough client discovery to understand circumstances, needs, and financial goals Analyze client credit profiles, financial circumstances, and debt servicing capacity to identify appropriate external lending options Collect, organize, an