Mortgage Renewal Advisor & Financial Planner

Scotiabank; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Peel Region is searching for a Virtual Mortgage Specialist to strengthen relationships with mortgage renewal customers in Mississauga. Responsibilities include providing expert advice, managing renewals, and identifying financial needs. Candidates should possess strong mortgage knowledge and experience in customer service. This role operates remotely, requiring effective communication and organizational skills. Join this dynamic team and contribute to creating positive outcomes for customers with your expertise.

Benefits

Competitive compensation and benefits package

Career development opportunities

Collaborative team environment

Qualifications

• Strong understanding of mortgage products, policies, and processes.
• Experience in customer-facing roles in the financial industry.
• Highly organized with effective communication skills.

Responsibilities

• Provide expert mortgage advice to retain customer relationships.
• Identify financial needs and present retention offers.
• Manage and negotiate mortgage renewal leads.

Skills

Residential mortgage product knowledge

Customer-facing experience

Effective communication skills

Strong attention to detail

Expertise in Microsoft Teams

Experience with Salesforce

Education

Post-secondary degree in business/finance

Tools

Salesforce

Microsoft Teams

E-Signature tools

Job description

A leading financial institution in Peel Region is searching for a Virtual Mortgage Specialist to strengthen relationships with mortgage renewal customers in Mississauga. Responsibilities include providing expert advice, managing renewals, and identifying financial needs. Candidates should possess strong mortgage knowledge and experience in customer service. This role operates remotely, requiring effective communication and organizational skills. Join this dynamic team and contribute to creating positive outcomes for customers with your expertise.