Business Development Manager

First National Financial LP

Calgary

On-site

CAD 85,000 - 102,000

Full time

8 days ago

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Benefits offered by this job

Hybrid working environment
Comprehensive benefits program
Health Spending Account
Parental leave top-up

Job summary

First National Financial LP in Calgary is seeking a Business Development Manager to generate sales, service broker clients and grow the broker network. You will promote First National products, educate brokers, and develop marketing plans while managing budgets and strategic plans.

The role requires strong organization, communication, and negotiation skills, with experience in a mortgage or broker environment. This is a hybrid position with a comprehensive benefits program.

Qualifications

  • Bachelor’s degree or higher; mortgage industry experience preferred (not required).
  • Strong communication, negotiation and relationship-building abilities.
  • Ability to work both independently and within a team in a fast-paced sales environment.

Responsibilities

  • Generate sales and volumes and service broker clients.
  • Identify and build long-term broker relationships and expand portfolio.
  • Educate brokers about First National products and technologies and provide marketing materials.
  • Create and implement email marketing plans and broker plans.
  • Prepare weekly sales logs, expense reports and business plans.
  • Collaborate with underwriting to resolve service issues and ensure AML compliance.

Skills

Organizational skills
Project management
Microsoft Office
Communication skills
Negotiation
Customer service
Teamwork
Independent work

Education

University degree preferred

Job description

Posted Monday, August 10, 2026 at 4:00 AM | Expires Friday, September 11, 2026 at 3:59 AM

Reporting To:

Director, Regional Sales

Full-Time/Part- Time:

Full-time

Salary Range:

$85,000 – $102,000

Posting Date:

August 10, 2026

Closing Date:

September 10, 2026

Hours of Work:

8:30 a.m. – 5:00 p.m.

Grade:

Office Location:

66.7

Great location! Steps away from the main public transit station

The Opportunity

The Business Development Manager is responsible for generating sales / volumes and servicing broker clients.

How you will contribute:
Sales and Service:
  • Ensure sound knowledge of First National products, services and technologies as well as competitor’s products
  • Identify and build long term broker relationships, increase broker and overall portfolio volumes, and continuously develop new contacts and volume sources from the broker community
  • Educate and market both existing and new broker clients on company products and services through various mediums and ensure broker clients always have up ‑ to ‑ date marketing packages and brochures
  • Communicate, educate and sell the benefits of First National to broker clients i.e. what makes the company different, benefits of the company’s innovative technology
  • Create email marketing plans to attract and build new business
  • Assist in maintaining and improving assigned broker Funding Ratios
  • Work with brokers to compile broker profiles and co ‐ develop business plans
  • Analyze portfolio identifying brokers as high, medium and low producers and create specific sales strategies for each segment
  • Liaise with the broker and underwriting teams to maintain a comfort level on any service or underwriting issues that may arise
  • Manage within assigned budgets
  • Attend various networking events throughout the region inside and outside of normal working hours
  • Complete special projects and duties as assigned
  • Adheres to policies/procedures to ensure AML requirements are met, when applicable
Reporting:
  • Prepare weekly sales logs and appointment schedules with corresponding narrative regarding broker client visits
  • Compile detailed expense and mileage reports
  • Prepare quarterly and annual business plans
  • Attend weekly conference calls with Senior Management to converse on volumes, trends, industry news, issues and strategies
The experience you need:
  • Good organizational, project management and multi ‑ tasking skills
  • Competency in Microsoft Office; capacity to learn new technologies/systems
  • Excellent communication, presentation and negotiation skills
  • Proven ability to handle difficult customer situations to maintain customer satisfaction and loyalty
  • Ability to work independently and in a team environment
  • Excellent customer service skills, with a high aptitude for building client relationships
  • Ability to demonstrate initiative, confidence and resilience in everyday situations
  • University degree preferred, with a focus on Sales or Business and/or equivalent work experience
  • Minimum of two years’ experience in the mortgage industry
Working Environment and Physical Demands Analysis:
  • Periods of high volume with tight timelines
  • Long periods of stationary position/sitting
  • Prolonged periods of repetitive movement (i.e. using a keyboard and mouse)
  • Long periods of time in viewing a computer screen
  • Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program.
  • Competitive Compensation
  • Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up)
  • Hybrid working environment
  • Extensive training programs to set our employees up for success
  • Modern office environment conducive to collaboration
  • Supportive teamwork culture
  • Opportunities to give back to the communities and work through events focused on a variety of charities
  • Ongoing social events throughout the year
The team you’ll join:

Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada’s largest commercial mortgage lender.

First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners.

We would like to thank all applications for their interest in this existing vacancy, but only candidates selected for an interview will be contacted.

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at accessibility@firstnational.ca should you need an accommodation at any point in the recruitment process.

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