Mortgage Advisor - Calgary, Alberta

Nesto; Calgary; On-site; CAD 50,000 - 100,000; Full time

Job summary

An innovative firm is on the lookout for a Mortgage Advisor to join their dynamic team in Alberta. This role is pivotal in guiding clients through the mortgage process, ensuring they receive the best financing solutions tailored to their needs. You will manage warm leads, collaborate with fulfillment teams, and maintain compliance while building strong client relationships. With a commitment to modernizing the mortgage industry, this company offers uncapped earnings potential, a generous benefits package, and the flexibility to work remotely or in a hybrid model. If you're ambitious and tech-savvy, this is your chance to make a significant impact!

Benefits

Uncapped revenue earnings potential

Employee mortgage program

Generous time-off policy

Premium benefits plan

Annual health and wellness budget

Temporary international work program

Hybrid or remote work options

Qualifications

• Experience in a customer-facing or sales role in financial services.
• Possess a valid mortgage license in a Canadian province.

Responsibilities

• Advise clients on mortgage products and financing options.
• Manage pipeline of warm leads to close deals efficiently.
• Collaborate with teams to ensure smooth transactions.

Skills

Customer service

Sales

Communication

Multitasking

Data analysis

Empathy

Education

Valid mortgage license

Experience in financial services

Tools

CRM software

Job description

At nesto, our mission is to provide a positive, empowering, and transparent property financing experience that is simple from start to finish. Our team consists of skilled technology experts, caring mortgage specialists, and a diverse marketing team, all working together to lead change in the mortgage industry.

We are seeking a Mortgage Advisor to join our growing team based anywhere in Alberta. As a nesto Mortgage Advisor, you will guide clients through the mortgage process and help them secure the best financing solutions tailored to their needs. In this role, you will work directly with clients to close loans efficiently, ensuring a seamless and positive customer experience. The ideal candidate will have proven ability to achieve goals in a results-driven environment.

About the Role

1. Advise clients on mortgage products, interest rates, and financing options based on their financial situation.
2. Manage and follow up with pipeline of warm leads received from the Sales Development Coordinators in order to close deals with new clients.
3. Collaborate with processing/fulfillment team to close deals and ensure smooth transactions and positive customer experiences.
4. Maintain compliance with industry regulations and company policies.
5. Cultivate and maintain strong client relationships through clear communication and proactive follow-ups.
6. Meet or exceed monthly and annual sales targets.

Who you are

1. Experience in the financial services industry, ideally in a customer-facing or sales role.
2. Bonus points if you have experience working in the Canadian mortgage industry.
3. Possess a valid mortgage license in a Canadian province - a strong asset.
4. Excellent written and spoken communication.
5. Thrive in a fast-paced environment with the ability to multitask.
6. Tech-savvy and comfortable working with technology.
7. Works well with data, metrics, and performance indicators.
8. Demonstrate excellent follow-up and communication skills with borrowers, internal partners, and teammates.
9. Ambitious, empathetic collaborator motivated by the opportunity to have an impact on the future of the mortgage industry.

What we offer

1. Uncapped revenue earnings potential.
2. Contribute directly to shaping the experience that modernizes the Canadian mortgage industry.
3. Take advantage of nesto's employee mortgage program that provides our employees with the best, exclusive, preferred low rates.
4. Benefit from a generous time-off policy including 4 weeks vacation per year.
5. Enjoy a premium benefits plan fully paid by nesto, including a top-class insurance plan and unlimited access to telemedicine and mental health service, for you and your family from day 1.
6. Access to an annual health and wellness budget.
7. Take your work internationally with our temporary international work program.
8. Seize the possibility of working hybrid or 100% remote.

Diversity & Inclusion

At nesto, we believe that creativity and collaboration are the results of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming to all.