Mortgage Advisor - Agent

Educators Financial Group•Toronto, ON

11d•CA$80,000 - CA$120,000•Remote

About The Position

As a mobile Mortgage Advisor, you will provide borrowing advice and solutions, ensuring a superior client experience. You will work with strategic partners to meet performance metrics in business development, client satisfaction, and market involvement. This is a remote position requiring the incumbent to reside in and service the Toronto, Halton, Durham, York, and Peel regions. The position reports to the Director, Mortgage Advisory Team. This posting is to fill an existing vacancy.

Requirements

University degree or College diploma in business, finance or relevant field
Must hold a Mortgage Agent Level 1 licence with FSRAO upon hire.
Must hold or acquire an AMPC designation upon hire within 6 months
A minimum of 3 years of business development experience in financial services and sales, specifically residential mortgages, lines of credit and loans
Minimum 2 years of mortgage brokerage experience
Excellent problem solving, presentation and communication skills
Highly organized and self-motivated
Ability to work independently and irregular hours
Owns a vehicle, ability to use it for business purposes: travel required within region
Holds a valid driver’s licence and motor vehicle insurance which indicates coverage for business use

Nice To Haves

Holding a Mortgage Agent Level 2 licence is an asset
Mortgage Broker licence is an asset
Retail banking experience is an asset
Bilingualism (French/English) is an asset

Responsibilities

Providing client-focused financial advice and credit solutions to meet the client’s long-term home financing goals.
Building internal and external network relationships by establishing/identifying centers of influence to capitalize on business opportunities and referrals.
Delivering borrowing/debt management workshops/webinars and attending external workshops and conferences in the education community to promote the borrowing side of the business.
Providing input and participating in the development of marketing material and campaign initiatives.
Achieving lending revenue results through sales and market management, implementation of strategic priorities and development of marketing plans.
Adhering to all regulatory policies and procedures, internally and as regulated through FSRAO.

Benefits

Competitive fully commission-based employment with unlimited earning potential.
Annual earnings are expected to average between $80,000 to $120,000, with no maximum earning limit.
Health Benefits Plan, including Extended Health, Dental & Vision coverage
Basic Life Insurance
Short-Term and Long-Term Disability Benefits
Employee Assistance Programs.
Defined benefit pension plan, with the company’s contribution ranging from 6% to 8%
Reimbursement of business promotional and developmental expenses.
Reimbursement of travel expenses required for the role.
Learning and development support to aid professional growth.
Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
Employee-led committees to boost engagement, initiative and idea sharing.
A Community Care program to make a difference in the lives of people in need.
Team building activities and optional social events.