Bilingual (French/English) Relationship Manager & Appointment Setter

We are a growing Canadian lending organization looking for a professional, relationship- focused team member to help expand and strengthen our network of mortgage brokers and industry partners.

If you enjoy speaking with people, building relationships, creating opportunities through meaningful conversations, and working in a professional business environment, we'd love to hear from you.

What You'll Do

• Make outbound calls to mortgage brokers and industry professionals
• Build and maintain strong relationships with brokers and referral partners
• Follow up after presentations, events, webinars, and marketing campaigns
• Schedule meetings and presentations for our sales team
• Develop broker profiles by gathering information through structured conversations
• Maintain accurate broker profiles, call notes, and follow-up activities within our CRM
• Learn and understand our lending products, programs, policies, and qualification guidelines
• Gather information to help determine whether potential opportunities align with our lending programs
• Answer basic product-related questions and direct more complex inquiries to the appropriate team members
• Identify potential lending opportunities and refer qualified prospects to our sales and underwriting teams
• Help strengthen engagement with high-potential broker partners
• Participate in ongoing product and industry training

• Fluent in both English and French (spoken and written)
• Excellent communication and relationship-building skills
• Comfortable speaking with business professionals over the phone
• Strong organizational skills and attention to detail
• Ability to work independently in a remote environment
• Experience working with CRM systems and business software
• Ability to quickly learn and understand financial products, lending guidelines, and qualification requirements
• Professional, proactive, and customer-focused mindset

• Appointment setting experience
• Customer service or call center experience
• Mortgage industry experience
• Banking, lending, insurance, or financial services experience
• Sales support or relationship management experience

This position offers the opportunity to become an important extension of our sales and underwriting team while building valuable relationships throughout the Canadian mortgage industry.

You'll play a key role in helping grow our broker network, uncover opportunities, and support business development initiatives.

To Apply

Please submit:

1. A summary of your relevant experience.

2. A 1-2-minute voice recording in both English and French.

3. Confirmation that you are available to work Monday-Friday from 10:00 AM - 3:00 PM EST.

To show you've read the full posting, begin your application with:

Relationship Building Drives Growth

We are looking for someone who is professional, personable, organized, and excited to

help build long-term relationships while contributing to the growth of our organization.