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jobgether Lever · Posted 22d ago

Mobile Mortgage Specialist

Canada Full-time

Finance Lever
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Indexed description

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Mobile Mortgage Specialist in Canada.

This role is a dynamic, field-based sales position focused on helping clients achieve their homeownership goals through tailored mortgage solutions. You will act as a trusted advisor, building strong relationships with clients and key referral partners such as realtors, builders, and financial planners. Working in a highly entrepreneurial environment, you will manage your own pipeline, develop new business opportunities, and grow a personal mortgage portfolio. The role combines autonomy with structured support, including coaching, training, and access to established tools and systems to help you succeed. You will operate in a fast-paced, client-facing setting where relationship-building and consultative selling are essential. This is an opportunity to grow within a large financial organization while maintaining flexibility in how you manage your schedule and business development activities. Your success will directly contribute to customer financial well-being and long-term client relationships.

Accountabilities:

    • Develop and manage a strong pipeline of mortgage opportunities through referrals, networking, and direct prospecting
    • Build and maintain long-term client relationships by providing tailored mortgage solutions and trusted financial advice
    • Identify and engage key referral sources such as realtors, builders, and financial professionals to expand business opportunities
    • Execute end-to-end mortgage sales processes, from initial consultation through to closing and funding
    • Use sales management tools and CRM systems to track performance, manage leads, and optimize conversion rates
    • Collaborate with sales leadership and participate in coaching, joint calls, and ongoing performance development
    • Stay informed on mortgage products, credit policies, and market trends to deliver accurate and competitive solutions

    Requirements:

      • Proven experience in sales, business development, or mortgage/financial services roles
      • Strong track record of achieving or exceeding sales targets in a competitive, client-facing environment
      • Deep ability to build trust and maintain long-term client and partner relationships
      • Strong communication, negotiation, and interpersonal skills
      • Entrepreneurial mindset with the ability to work independently and manage a self-directed pipeline
      • Knowledge of retail banking, credit adjudication, or mortgage lending is highly preferred
      • Post-secondary education is considered an asset
      • Strong organizational skills and comfort working in a fast-paced, target-driven environment

      Benefits:

        • Competitive commission-based compensation with unlimited earning potential
        • Comprehensive health, dental, and wellness benefits
        • Retirement and savings programs to support long-term financial security
        • Flexible work schedule with autonomy over business development activities
        • Remote-friendly setup with home office tools, technology, and monthly allowances provided
        • Extensive training, onboarding, and ongoing professional development opportunities
        • Career growth pathways within a large, established financial organization
        • Employee banking benefits, discounts, and recognition programs
        • Supportive coaching model with regular performance feedback and mentorship.
How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
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