12 дней назад
Mobile Mortgage Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mobile Mortgage Advisor (Banking/Mortgage Lending): Helping clients achieve home ownership through personalized mortgage advice, product solutions, and financial planning support with an accent on client engagement, local-market business development, and relationship building. Focus on converting leads, developing referral networks, and delivering mortgage solutions through flexible client meetings.
Location: Toronto, Ontario; virtual role with occasional on-site attendance. Candidates must be legally eligible to work in Canada and may need a valid work or study permit.
Company
is a relationship-oriented bank providing personal and business banking services, including mortgage lending and financial solutions.
What you will do
- Provide personalized mortgage advice and product solutions to help clients achieve home ownership.
- Meet clients at convenient times and locations while supporting a flexible work arrangement.
- Build relationships with Banking Centre teams and provide comprehensive financial planning support.
- Understand the local market, develop sales plans, and convert leads into new clients.
- Build referral networks with internal partners, external realtors, and community contacts.
Requirements
- Experience in banking and mortgage lending.
- Strong client engagement, communication, relationship-building, and customer service skills.
- Business development experience and knowledge of the local client market.
- Knowledge of mortgage processes and documentation.
- Legal eligibility to work at the specified Canadian location; a valid work or study permit may be required where applicable.
- Ability to complete an attribute-based assessment or other skills tests if requested.
Culture & Benefits
- Flexible work environment with remote work activities and occasional on-site attendance.
- Competitive compensation and banking benefits.
- Benefits program, defined benefit pension plan, and employee share purchase plan, subject to plan terms.
- Vacation offering, wellbeing support, and a points-based recognition program.
- Paid Purpose Day focused on personal growth and development.
- Inclusive and accessible workplace with a focus on trust, teamwork, and accountability.
Hiring process
- Work arrangement details will be discussed during the interview.
- Additional skills assessments may include simulations or French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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