Mortgage Advisor, Financial Advisor Channel

nesto; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Calgary is seeking a Mortgage Advisor to join their Financial Advisor Channel. This role offers a unique opportunity to develop a territory with exclusive access to financial advisors and requires a licensed mortgage professional. You will actively build relationships and drive business growth with a commission-based income. Excellent benefits package, including a generous vacation policy and health support, is offered.

Benefits

Generous vacation policy (4 weeks)

Fully paid premium benefits plan

Employee mortgage program

Health and wellness budget

Qualifications

• Licensed mortgage professional in your province (Ontario, BC, or Alberta).
• Proven experience working with financial advisors or within the wealth management ecosystem.
• A go-getter with a track record of building a book from the ground up.

Responsibilities

• Own and develop a regional territory with exclusive rights to assigned accounts.
• Act as the go-to mortgage expert for financial advisors.
• Proactively build relationships with financial advisors to drive referral volume.

Skills

Licensed mortgage professional

Experience with financial advisors

Entrepreneurial mindset

Ability to build relationships

Job description

Overview

Join to apply for the Mortgage Advisor, Financial Advisor Channel role at nesto. Our mission is to provide a positive, empowering, and transparent property financing experience that is simple from start to finish. We are a team of technology experts, caring mortgage specialists, and a diverse marketing group leading change in the mortgage industry. We are hiring Mortgage Advisors across the GTA, Vancouver, and Calgary to join our Financial Advisor Channel — a high-growth division focused on helping wealth professionals serve their clients with smarter mortgage solutions.

What Makes This Opportunity Different

Unlike independent broker models, we’ve secured corporate partnership agreements with leading wealth management firms — including Canada Life, Investia, Quadrus, and others — giving you exclusive access to a territory and a defined book of financial advisors. You’ll be empowered to build your business from a base of opportunity, not from scratch.

What You’ll Do

• Own and develop a regional territory (GTA, Vancouver, or Calgary) with exclusive rights to assigned accounts.
• Act as the go-to mortgage expert for financial advisors within your territory.
• Proactively build and maintain relationships with financial advisors from partner firms to drive referral volume.
• Support clients from initial consultation through funding, leveraging best-in-class tech tools and centralized support.
• Drive lead growth through business development, events, and account management.
• Over time, grow your practice by building a team under you (if desired).

What We’re Looking For

• Licensed mortgage professional in your province (Ontario, BC, or Alberta).
• Proven experience working with financial advisors or within the wealth management ecosystem.
• A go-getter with a track record of building a book from the ground up.
• Entrepreneurial mindset with a desire to own and grow your business.
• Existing relationships within the FA community to support your early ramp-up.

What We Offer

• Exclusive access to a defined territory and book of accounts — formally recognized and protected.
• Automatic lead routing for opportunities in your assigned region.
• Unmatched tech support and centralized fulfillment to help you scale faster.
• Opportunity to build a team under you (admin, mortgage agents, other).
• 100% commission-based compensation, uncapped. More details will be shared during screening.
• Contribute directly to shaping the experience that modernizes the Canadian mortgage industry.
• Take advantage of nesto's employee mortgage program that provides our employees with the best, exclusive, preferred low rates.
• Benefit from a generous time-off policy including 4 weeks vacation per year.
• 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.
• Access to an annual health and wellness budget.
• Take your work internationally with our temporary international work program.

Diversity & Inclusion

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

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Business Development, Finance, and Sales

Note: This description reflects the information provided and has been reformatted for clarity and compliance with formatting requirements.