Remote Mortgage Solutions Advisor

Manulife/John Hancock

Quebec

Hybrid

CAD 60,000 - 90,000

Full time

5 days ago
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Job summary

Manulife Bank is seeking a Mortgage Specialist to sell lending solutions directly to clients referred by advisors or brokers. You will deliver tailored mortgage advice and manage complex funding requests.

Role requires 2+ years in banking/mortgage brokerage, strong underwriting knowledge, and fluency in English and French to support clients outside Quebec. Remote work options available, with CRM and sales pipeline responsibilities.

Qualifications

  • College or University degree in a related field.
  • Minimum 2 years’ experience in the banking and mortgage brokerage industry.
  • Strong understanding of mortgage underwriting.
  • Experience conducting virtual meetings and presentations.
  • Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Responsibilities

  • Selling Manulife One, Manulife Bank Select and related lending solutions directly to clients referred via financial advisors or mortgage brokers.
  • Ensure seamless receipt and packaging of mortgage documents for timely processing.
  • Manage a sales pipeline with a high closing rate.
  • Follow up on leads provided by the lead management team.
  • Build a portfolio of consumer clients through referrals for direct lending solutions.
  • Identify and execute client direct sales strategies including webinars and trade shows.
  • Update CRM (Salesforce) with client interactions to manage the sales pipeline.
  • Provide product feedback to identify improvements and new opportunities.

Skills

Sales experience
Active listening
Persuasive communication
Repeatable sales process

Education

College or University degree in a related field

Tools

Salesforce

Job description

Manulife Bank is seeking a Mortgage Specialist to sell lending solutions directly to clients referred by advisors or brokers. You will deliver tailored mortgage advice and manage complex funding requests.

Role requires 2+ years in banking/mortgage brokerage, strong underwriting knowledge, and fluency in English and French to support clients outside Quebec. Remote work options available, with CRM and sales pipeline responsibilities.

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