Bilingual Sales & Portal Specialist

Haventree Bank; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A private Canadian bank in Toronto seeks a Sales & Portal Specialist to manage mortgage broker sales and provide portal support. This role requires administering Salesforce, conducting compliance checks, and maintaining data integrity. Candidates should possess a college diploma and at least two years of experience in a financial services role, particularly in sales support or broker relations. Bilingual skills in English and French are essential, along with proficiency in Microsoft Excel and data management.

Qualifications

• Minimum 2 years of experience in financial services sales support or administration.
• Strong French skills (both written and verbal) required.
• Experience with Salesforce and Microsoft products necessary.

Responsibilities

• Support mortgage broker sales and portal operations.
• Provide administration for Salesforce reporting and Broker Portals.
• Conduct compliance checks for Brokers.
• Maintain Broker database for data quality.

Skills

Bilingual (English/French)

Salesforce Sales and Community Clouds

Microsoft Excel (Pivot Tables)

Data management

Customer service

Education

College diploma or equivalent

Job description

Join to apply for the Sales & Portal Specialist role at Haventree Bank.

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast‑to‑coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

About Haventree Bank

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission‑driven alternative mortgage lender. The name Haventree represents the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Position Summary

Reporting to the VP of Sales, the role is responsible for mortgage broker sales and portal support, data management and compliance as well as general operational support.

Major Duties & Responsibilities

• Provides administration support for Salesforce Sales Cloud reporting, the Broker and Client Portals, and the Haventree Loyalty Program (including registrations, emails, point redemptions and tagging accounts.)
• Supports internal and external clients for occasional technical issues or field inquiries from the operational teams.
• Facilitates the onboarding of Mortgage Brokers into LMS software and Salesforce systems.
• Conducts screening and compliance checks to ensure Brokers are in good standing with regulators.
• Conducts periodic reviews of Broker performance and licensing to limit risk and ensure high quality business standards.
• Maintains and organizes the database of Brokers and accounts to ensure data quality and integrity.
• Daily monitoring and updating of external rate boards/product sites that support broker partners.
• Provides administrative support to stakeholders as required.

Qualifications & Experience

Degrees, Diplomas & Certifications

• The position typically requires a college diploma, or equivalent.

Years and Range of Experience Required to Perform the Job

• The position requires at least 2 years’ experience working in a financial services environment in sales support, mortgage broker relations or administration.
• Demonstrates working experience with Salesforce Sales and Community Clouds.
• Must be bilingual (English/French) with strong French language skills (both written and verbal).
• Strong expertise with Microsoft products including Excel (Pivot Tables) and PowerPoint.
• Demonstrates an ability to deal comfortably with all levels of both internal and external contacts with a friendly, professional attitude.
• Solves problems related to general operational support.
• Provides support to internal and external clients on technical issues or field inquiries.
• The position uses computer skills for data management.
• The position is required to use little or no physical effort to perform duties.
• Duties are performed in an office environment.
• Sensitivity Level 3.

Haventree Bank embraces equal opportunity, diversity, and inclusion. We are committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs. Please let us know if you require any accommodations during the recruitment and selection process by contacting [e-mail].