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About the Role
As a mobile Mortgage Advisor, you will provide borrowing advice and solutions, ensuring a superior client experience. You will collaborate with strategic partners to meet performance metrics in business development, client satisfaction, and market involvement. This position reports to the Director, Mortgage Advisory Team.
Responsibilities
- Provide client-focused financial advice and credit solutions to meet long-term home financing goals.
- Build internal and external network relationships by establishing/identifying centers of influence to capitalize on business opportunities and referrals.
- Deliver borrowing/debt management workshops/webinars and attend external workshops and conferences in the education community to promote the borrowing side of the business.
- Provide input and participate in the development of marketing material and campaign initiatives.
- Achieve lending revenue results through sales and market management, implementation of strategic priorities, and development of marketing plans.
- Adhere to all regulatory policies and procedures, internally and as regulated through FSRAO.
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 and can use it for business purposes.
- Holds a valid driver’s licence and motor vehicle insurance which indicates coverage for business use.
Skills
- Mortgage Agent Level 1 licence
- Mortgage Agent Level 2 licence
- Mortgage Broker licence
- AMPC designation
- Business development
- Financial services
- Sales
- Residential mortgages
- Lines of credit
- Loans
- Mortgage brokerage
- Retail banking
- Problem solving
- Presentation
- Communication
- Organization
- Self-motivation
- Independent work
- Bilingualism (French/English)
Location
- Remote
- Toronto
- Halton
- Durham
- York
- Peel
Work Type
- Remote
- Mobile
Experience Level
- 3 years of business development experience in financial services and sales
- 2 years of mortgage brokerage experience
Education Level
- University degree or College diploma in business, finance or relevant field
Salary/Compensations
- 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.
Benefits
- 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
- Reimbursement of business promotional and developmental expenses.
- Reimbursement of travel expenses required for the role.
- Learning and development support
About the Company
- Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975.
- Recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.
- Highly collaborative and supportive work environment with focus on professional growth and development opportunities.
- 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.
Equal Opportunity
- We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.
- We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.
- We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free.
- If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at careers@educatorsfinancialgroup.ca to ensure appropriate arrangements are made.
- We value the participation of diverse talent with various backgrounds and experiences.
- While voluntary, we encourage and welcome all candidates to self-identify during the application process.