Mobile Mortgage Advisor

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

In this client-facing role, you will support individuals and families in achieving their homeownership goals through tailored mortgage solutions and expert financial guidance. You will operate with a high degree of flexibility, meeting clients virtually or in person based on their needs and schedules. The role blends sales, advisory, and relationship management within a dynamic and customer-centric banking environment. You will actively build a local network, develop new business opportunities, and convert qualified leads into long-term client relationships. Strong collaboration with internal banking teams and external partners such as realtors will be essential to your success. This position offers autonomy, performance-driven growth potential, and the opportunity to make a meaningful impact in clients’ financial journeys.

• Deliver personalized mortgage advice and solutions to clients, guiding them through the full home financing process from application to closing
• Build and manage a strong pipeline of new business through lead conversion, referrals, and proactive prospecting in the local market
• Develop and maintain relationships with internal banking teams, real estate professionals, and community partners to generate opportunities
• Conduct client meetings virtually or in-person, ensuring a seamless and flexible customer experience aligned with individual needs
• Contribute to financial planning discussions by identifying broader banking needs and connecting clients with appropriate solutions
• Maintain compliance with mortgage policies, documentation standards, and regulatory requirements

Requirements:

• Proven experience in mortgage lending, financial services, or retail banking with a strong sales orientation
• Solid understanding of mortgage products, lending processes, and credit assessment fundamentals
• Strong business development and networking skills with the ability to generate and convert leads effectively
• Excellent communication and interpersonal abilities, with a client-first and relationship-driven mindset
• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment
• Ability to work independently while collaborating effectively with cross-functional teams
• Knowledge of local real estate market dynamics is an asset

Benefits:

• Competitive base salary with performance-based incentives
• Comprehensive health and dental benefits package
• Retirement savings plan and employee stock purchase options
• Flexible work arrangements with remote and on-the-go client engagement
• Paid vacation and wellness support programs
• Access to professional development and career growth opportunities
• Employee banking benefits and recognition programs