Mobile Mortgage Specialist - Vancouver Island

Coast Capital; Nanaimo; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

A leading financial cooperative is seeking a Mobile Mortgage Specialist to build and maintain relationships while providing expert mortgage advice. This role offers uncapped earning potential, flexibility, and the chance to make a significant impact in the community. Ideal candidates should have over 5 years of sales experience in financial services or real estate, with a strong understanding of the local market. Join us to help others build better futures while advancing your career.

Benefits

Flexible work options

Comprehensive benefits

Employee discounts

Retirement options

Recognition programs

Qualifications

• 5+ years of strategic sales and networking experience in financial services or real estate.
• Proven track record in mortgage sales and exceeding targets.
• Deep knowledge of BC’s real estate market and mortgage products.

Responsibilities

• Source and develop a pipeline of mortgage leads.
• Provide expert mortgage advice to help members achieve homeownership.
• Engage in the community to represent the company and build trust.

Skills

Relationship-building

Sales skills

Financial analysis

Networking

CRM skills

Tools

Digital lead generation tools

Job description

Location(s): Victoria, BC

Job Type: Full Time

myWork Options: Hybrid

Starting Salary Range: Uncapped Commission Structure

Background Screening Requirement:

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

Build a better future for others, and yourself

Are you a high-performing business developer with a strong COI network, an expert closer, and a trusted community connector? Do you thrive on autonomy, value relationships over transactions, and want your earnings to reflect your performance without a cap? If so, the Mobile Mortgage Specialist role at Coast Capital is for you.

At Coast Capital, we believe in Building Better Futures Together. This role is about more than mortgages; it's about empowering you to be a trusted advisor and a true partner to your clients and community.

Why This Role Stands Out

• Uncapped Earning Potential: Industry-leading, performance-driven commission plan that rewards you across mortgages, investments, credit cards, and insurance.
• Autonomy & Flexibility: Manage your desk, time, and calendar. We provide the tools to build your business.
• Relationship-Driven: Work one-on-one with members, partners, and communities to provide real financial solutions.
• Purpose-Led Work: Help build better futures by unlocking financial opportunities and growing incomes for members, employees, and communities.

What You’ll Do

• Source, develop, and nurture a pipeline of qualified mortgage and referral leads
• Provide expert mortgage advice to members, helping them achieve homeownership goals
• Leverage your network and COIs, such as real estate agents, builders, financial planners, and community groups
• Use your sales skills and product knowledge to meet and exceed targets
• Underwrite with confidence, ensuring compliance and regulatory standards
• Engage actively in your community through events and social media to represent Coast Capital and build brand trust
• Collaborate internally to ensure a seamless member experience

What You Bring

• Proven track record in mortgage sales, relationship-building, and exceeding targets
• 5+ years of strategic sales and networking experience in financial services, real estate, or related fields
• Deep knowledge of BC’s real estate market and mortgage products
• Confidence and autonomy in managing your schedule and pipeline
• Strong underwriting, financial analysis, and CRM skills
• Familiarity with digital lead generation tools and community engagement platforms
• A passion for helping others build better futures

Let’s Build Better Futures Together

Our purpose is our promise. We’re a financial cooperative that puts people first and empowers our teams. When you join us, you join a movement.

Ready to bring your ambition, community mindset, and business skills to a purpose-led role where you control your success?

Apply today and start building your future while helping others do the same.

Why join Coast Capital Savings?

• Purpose guides everything we do, from advice to community programs.
• We are committed to inclusion, diversity, and engagement, fostering a safe, thriving environment for all.
• We support career growth from within, with many employees advancing over decades.
• Flexible work options through our myWork program.
• Comprehensive, customizable benefits for you and your family.
• Retirement options including pension plans and RRSPs.
• Employee discounts on mortgages and auto loans.
• Recognition programs and a fun, award-winning culture.
• Over $90 million invested in communities since 2000.
• Volunteer program donating $10 per hour volunteered to charities of your choice.