Senior Mortgage Advisor — AI-Driven Client Experience

Questrade Financial Group; Toronto; Hybrid; CAD 75,000 - 105,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation, personal, and sick days

Competitive compensation and benefits

Hybrid environment with 3 days in办公室

Career growth opportunities

Community involvement opportunities

Inclusive and collaborative team

Job summary

Questrade Financial Group is seeking a Senior Mortgage Agent to lead client engagements across digital channels from inquiry to closing. You will pre-qualify applicants, assess needs, and guide underwriting while collaborating with internal teams to streamline workflows.

The role requires a provincial Level 2 Mortgage Agent License, 2+ years of experience, and CRM/POS proficiency. Expect a hybrid work environment with competitive compensation and benefits.

Qualifications

• Hold a High School Diploma or equivalent; post-secondary degree/diploma in Finance, Business, or a related field preferred.
• Possess a Valid Level 2 Mortgage Agent License in Ontario; multi-jurisdiction licensing preferred.
• Bring 2+ years of experience as a licensed Mortgage Agent or Specialist, digital-first environment preferred.
• Proficiency with CRM systems (e.g., Salesforce) and POS tools (Finmo, Filogix, Velocity).
• Experience with telephony systems and digital communication platforms; willingness to work flexible shifts.

Responsibilities

• Client Consultation & Relationship Management: act as the primary contact via phone, email, and live chat.
• Needs-Based Financial Assessment: analyze income, credit profiles, and goals to match mortgage products.
• Product & Rate Transparency: educate clients on products, rates, criteria and required docs.
• Pre-Approval & Documentation: pre-qualify, collect and verify funds/documentation for files.
• Cross-Functional Collaboration: work with underwriters, lenders, and closing teams to finalize files.
• Platform & Process Optimization: provide feedback to improve POS systems, CRM workflows, and tools.
• Compliance & Pipeline Tracking: maintain client records per provincial regulations and guidelines.

Skills

CRM proficiency

Digital communication tools

Flexible shifts

Education

High School Diploma or equivalent

Post-secondary degree/diploma in Finance or Business preferred

Tools

Salesforce

Finmo

Filogix

Velocity

Telephony systems

Job description

Questrade Financial Group is seeking a Senior Mortgage Agent to lead client engagements across digital channels from inquiry to closing. You will pre-qualify applicants, assess needs, and guide underwriting while collaborating with internal teams to streamline workflows.

The role requires a provincial Level 2 Mortgage Agent License, 2+ years of experience, and CRM/POS proficiency. Expect a hybrid work environment with competitive compensation and benefits.