Mobile Mortgage Advisor – Toronto West/Vaughan

Jobtailor; Toronto; On-site; CAD 55,000 - 85,000; Full time

Job summary

Jobtailor in Toronto is seeking an experienced mortgage advisor to help clients achieve home ownership dreams. You will engage with clients, build lasting connections, and provide expert mortgage advice and product solutions tailored to local markets.

Collaborate with Banking Centre teams to offer personalized guidance, craft sales plans based on local market understanding, and convert leads into satisfied clients through relationship building and thoughtful financial planning support.

Qualifications

• Talented, passionate professionals dedicated to doing what's right for clients.
• Leverage banking and mortgage experience to help clients achieve home ownership dreams.
• Flexibility to meet with clients where and when convenient.
• Focus on client experience and connect on a personal level.
• Build relationships and provide personalized mortgage advice and financial planning support.
• Understand local market and create a sales plan to convert leads to clients.
• Strong relationship building and networking skills.

Responsibilities

• Engage with clients and build lasting connections.
• Provide expert mortgage advice and product solutions.
• Collaborate with Banking Centre teams to offer personalized advice.
• Develop a sales plan based on local market understanding.

Skills

Mortgage Advice

Client Relationship Building

Sales Planning

Local Market Understanding

Financial Planning Support

Job description

• Leverage banking and mortgage experience to help clients achieve home ownership dreams
• Engage with clients and build lasting connections
• Provide expert mortgage advice and product solutions
• Collaborate with Banking Centre teams to offer personalized advice
• Develop a sales plan based on local market understanding

Requirements

• Talented, passionate professionals dedicated to doing what's right for clients
• Leverage banking and mortgage experience to help clients achieve home ownership dreams
• Flexibility to meet with clients where and when convenient
• Focus on client experience and connect on a personal level
• Build relationships and provide personalized mortgage advice and financial planning support
• Understand local market and create a sales plan to convert leads to clients
• Strong relationship building and networking skills

Core Competencies

Demonstrates expertise in mortgage advice and financial planning, leveraging banking experience to build strong client relationships and develop effective sales strategies based on local market insights.

Highest-signal resume keywords

• Mortgage Advice
• Client Relationship Building
• Sales Planning
• Local Market Understanding
• Financial Planning Support

Soft Skills

• Networking Skills
• Client Experience Focus
• Flexibility

Industry Keywords

• Banking Experience
• Home Ownership
• Personalized Advice
• Lead Conversion