Mortgage Broker and Relationship Manager

Olympia Financial Group Inc•Calgary, AB

6d•Remote

About The Position

This role is designed for a Mortgage Broker in Calgary Alberta who is either currently licensed, or willing to become licensed, to support Olympia Trust Company’s British Columbia mortgage operations. The successful candidate will be sponsored by Olympia, (if not already holding the credentials), to become certified to act as a Licensed British Columbia Mortgage Broker and a Licensed British Columbia Principal Mortgage Broker for Olympia’s British Columbia mortgages division. The selected candidate will fulfill a dual role within Olympia’s Mortgage divisions, fulfilling the responsibilities of a Principal Broker for British Columbia mortgage activity, and engaging in relationship management and transaction execution for clients across the country. While acting as the Principal Broker for B.C. mortgage activity, this role is responsible for ensuring compliance with applicable legislation including the Mortgage Brokers Act and Mortgage Services Act (MSA), while providing regulatory oversight of mortgage-related activity and completing reporting requirements. There will also be an assigned portfolio of clients that the successful candidate will be responsible for acting as the primary point of contact for mortgage transactions and inquiries and ensuring the timely and accurate completion of client-directed activities within OTC’s trustee-based model.

Requirements

Is a licensed Mortgage Broker, or Principal Mortgage Broker in Alberta.
Is a licensed Mortgage Broker, or Principal Mortgage Broker in B.C.
Must have at least two years of active working experience as a Mortgage Broker (or Principal Broker) within the past five years.
At least 2 years of experience providing mortgage services as a licensed Mortgage Broker or Principal Mortgage Broker within the past 5 years.
Minimum 5+ years of mortgage or financial services experience.
Experience in compliance, oversight, or operations.
Eligible to be approved for or currently holds B.C. Mortgage Broker license. (Please note, applicants with only A.B. license credentials will be considered if they meet eligibility for obtaining the B.C. license)
Eligible to apply and be approved for, (or currently or holds) a B.C. Principal Broker license.
Strong compliance and risk management knowledge.
Proficient in Microsoft Office.

Nice To Haves

Post-secondary education in business, finance, or related field is preferred but not required.
Understanding of BC mortgage regulations and BCFSA requirements is preferred.

Responsibilities

Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
Become designated and act as the Principal Broker for British Columbia mortgage activities, ensuring compliance with BCFSA requirements and applicable legislation.
Manage a defined portfolio of clients, acting as the primary relationship owner and ensuring a high standard of service delivery.
Serve as the main point of contact for all client inquiries and transactions, providing timely, accurate, and practical updates to clients and stakeholders.
Build and maintain strong client relationships through proactive communication, follow-up, and consistent engagement.
Explain complex mortgage transactions in a clear, client-friendly manner to support understanding and decision-making.
Understand client objectives and provide guidance that aligns with OTC’s trustee role and risk posture.
Ensure clients are fully informed of timelines, requirements, and expectations throughout the transaction lifecycle.
Review client files to identify gaps, inconsistencies, or risks, and take proactive steps to resolve issues or escalate as needed.
Own the end-to-end execution of mortgage transactions, from initial intake through to completion, ensuring accuracy and efficiency.
Review all transaction documentation for completeness, accuracy, and reasonability, and follow up on outstanding items with clients, brokers, and third parties.
Provide regulatory oversight by maintaining policies, procedures, and controls, identifying and escalating compliance risks, and supporting audits and regulatory inquiries.
Flexible to perform various assigned tasks as requested by management and executives.