10 часов назад
Mobile Mortgage Advisor (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mobile Mortgage Advisor (Mortgage Lending): Helping clients secure home ownership through personalized mortgage advice, lending solutions, and financial planning support with an accent on client engagement, local-market development, and relationship building. Focus on generating mortgage opportunities, collaborating with banking teams, and building referral networks with realtors and community partners.
Location: Grande Prairie, Alberta, Canada; remote work is possible with occasional on-site attendance at Grande Prairie-9825 116th St
Compensation: Commission only; incentive pay and a competitive salary are referenced in the benefits information.
Company
A relationship-oriented bank serving personal and small business clients with mortgage, banking, and financial planning 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 delivering a strong customer experience.
- Collaborate with Banking Centre teams on mortgage advice and comprehensive financial planning support.
- Build a local-market sales plan, convert leads, generate new client opportunities, and deliver results.
- Develop referral relationships with internal business partners, external realtors, and community contacts.
Requirements
- Banking and mortgage experience, including mortgage lending and mortgage documentation.
- Strong relationship-building, networking, client service, and business development skills.
- Knowledge of the local market and potential client base.
- Client-first approach with strong communication, accountability, and problem-solving abilities.
- Legally eligible to work in Canada at the specified location; a valid work or study permit may be required where applicable.
Culture & Benefits
- Flexible work environment with remote work activities and occasional on-site attendance.
- Banking benefits, incentive pay, an employee benefits program, and a defined benefit pension plan, subject to program terms.
- Employee share purchase plan, vacation offering, wellbeing support, and points-based recognition.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible candidate and workplace experience.
Hiring process
- An attribute-based assessment and other skills tests may be required.
- Artificial intelligence tools may be used during recruitment.
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