Mortgage Advisor - Agent

Educators Financial Group; Ottawa; On-site; CAD 60,000 - 100,000; Full time

Job summary

A leading financial services firm seeks a Mortgage Advisor - Agent to provide client-focused financial solutions. This role requires building strong client relationships, delivering workshops, and achieving performance metrics in a supportive environment. Competitive commission and extensive benefits are offered, reflecting the company's commitment to professional growth.

Benefits

Health Benefits Plan

Defined benefit pension plan

Reimbursement of business expenses

Remote work environment

Learning and development support

Qualifications

• Must hold Mortgage Agent Level 1 or 2 license with FSRAO upon hire.
• Minimum 3 years of business development experience in financial services.
• Retail banking experience is an asset.

Responsibilities

• Provide client-focused financial advice and credit solutions.
• Build internal and external network relationships.
• Deliver borrowing/debt management workshops.

Skills

Problem Solving

Interpersonal Skills

Communication Skills

Organizational Skills

Self-motivation

Education

Mortgage Agent Level 1 or 2 license

AMPC designation

Job description

Join to apply for the Mortgage Advisor - Agent role at Educators Financial Group

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Join to apply for the Mortgage Advisor - Agent role at Educators Financial Group

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. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients on their financial journey and empowering them to reach their goals.

What We Offer

We’re proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities. The Incumbent will have an ideal opportunity to build strong client relationships within a dedicated geographical region as a mobile, self-directed financial sales professional.

Compensation and benefits packages include:

• Competitive commission-based employment with unlimited earning potential.
• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
• Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
• Reimbursement of business promotional and developmental expenses.
• Reimbursement of travel expenses required for the role.
• Remote work environment.
• Learning and development support to aid professional growth.
• 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.

About the Role

As a mobile Mortgage Advisor you will provide borrowing advice and solutions and will be accountable to ensure delivery of a superior client experience. Working with strategic partners, you will contribute to and meet performance metrics including but not limited to business development, client satisfaction, and market involvement.

The position will report to the Director, Mortgage Advisory Team.

Key Responsibilities

In this role, you will be responsible for:

• Providing client focused financial advice and credit solutions to meet the client’s long-term home financing goals.
• Building internal and external network relationships by establishing/identifying centers of influence to capitalize on business opportunities and referrals.
• Delivering borrowing/debt management workshops/webinars and attending external workshops and conferences in the education community to promote the borrowing side of the business.
• Providing input and participating in the development of marketing material and campaign initiatives.
• Achieving lending revenue results through sales and market management, implementation of strategic priorities and development of marketing plans.
• Adhering to all regulatory policies and procedures, internally and as regulated through FSRAO.

Qualifications

• Must hold Mortgage Agent Level 1 or 2 license with FSRAO upon hire
• Must hold or acquire an AMPC designation upon hire
• A minimum of 3 years of business development experience in financial services and sales, specifically residential mortgages, lines of credit and loans
• Minimum 1 year of mortgage brokerage experience
• Retail banking experience is an asset
• Excellent problem solving, interpersonal and communication skills
• Highly organized and self-motivated
• Ability to work independently and irregular hours
• Owns a vehicle, ability to use it for business purposes: travel required within region
• Holds a valid driver’s license and motor vehicle insurance which indicates coverage for business use
• Bilingualism (French/English) is an asset

Selection Process

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 [e-mail] 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.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:

Interview with our Human Resources Team (up to 1 hour)

Interview(s) with our Hiring Team (1 hour)

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Other

Job function

• Job function

  Business Development, Sales, and Consulting

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