Business Development Manager, Excalibur

First National Financial LP; Toronto; Hybrid; CAD 85,000 - 102,000; Full time

Benefits offered by this job

Hybrid work environment

Comprehensive benefits

Competitive compensation

Training programs

Modern office

Job summary

First National Financial LP in Toronto is looking for a Business Development Manager, Excalibur, to generate sales and service broker clients. The role reports to the Director, Regional Sales and offers a full-time, hybrid work model in a competitive market.

You will identify broker networks, educate clients on First National products, and develop sales plans while collaborating with underwriting teams to ensure smooth execution.

Qualifications

• 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.
• University degree preferred, with a focus on Sales or Business and/or equivalent work experience.
• Minimum of two years’ experience in the mortgage industry.
• Must have a valid driving license.

Responsibilities

• Generate sales volumes and servicing broker clients within the Excalibur department.
• Identify and build long-term broker relationships, increasing broker and portfolio volumes.
• Educate and market company products and services to brokers through various media.
• Communicate the benefits of First National and its technology to broker clients.
• Create email marketing plans to attract and build new business.
• Assist in maintaining and improving assigned broker funding ratios.
• Collaborate with brokers to develop business plans and profiles.

Skills

Organization

Project management

Microsoft Office

Communication

Negotiation

Independence

Team collaboration

Customer service

Driving license

Education

University degree

Tools

CRM software

Job description

a Business Development Manager, Excalibur!

Reporting To Director, Regional Sales

We are hiring a Business Development Manager, Excalibur!

Reporting To Director, Regional Sales

Full-Time/Part- Time

Full-time

Salary Range

$85,000 - $102,000

Posting Date

August 7, 2026

Closing Date

August 21, 2026

Hours Of Work

8:30 a.m. – 5:00 p.m.

Grade

Office Location: 66.7 Toronto, ON Great location! Steps away from the main public transit station

What We Offer

• Eligibility for benefits is dependent on the terms of employment

The Opportunity

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

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

Requirements Needed

• 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
• Must have a valid driving license.

Working Environment And Physical Demands Analysis

• Office environment
• 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.
• Travel requirements (Note: If there is any type of travel required as part of the role, note the type of travel required (frequency, length of trips, length of travel, distance (i.e. travel outside of Ontario at least monthly, to attend client meetings and industry events)

Why join First National?

• 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 [e-mail] should you need an accommodation at any point in the recruitment process.

#FNLOON