Mobile Mortgage Advisor

CanadaRemoteFull-timemid

Other

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Quick Summary

Key Responsibilities

Provide expert mortgage advice and recommend suitable mortgage products and financing solutions based on individual client needs. Build meaningful,

Technical Tools

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The Mobile Mortgage Advisor helps individuals and families achieve their homeownership goals by providing personalized mortgage advice and tailored financing solutions. In this client-facing role, you will use your banking and mortgage knowledge to guide customers through their home financing journey, building trusted relationships along the way. You will have the flexibility to meet clients where and when it is most convenient for them, while developing a strong presence in your local market. Through networking, referrals, and collaboration with banking teams and real estate professionals, you will generate new business opportunities and expand your client portfolio. This is a full-time, permanent, remote-first opportunity with significant autonomy and a strong focus on relationship building and business development. Compensation is entirely commission-based, offering the opportunity to grow your earnings through successful sales.

As a Mobile Mortgage Advisor, you will develop client relationships, identify mortgage opportunities, and deliver solutions that support customers' financial and homeownership objectives. Your responsibilities will include:

Provide expert mortgage advice and recommend suitable mortgage products and financing solutions based on individual client needs.
Build meaningful, long-term relationships by delivering a personalized and high-quality client experience.
Meet clients at convenient locations and times, adapting your schedule to their needs and lifestyles.
Partner with local banking teams to strengthen client relationships and provide comprehensive mortgage and financial planning support.
Develop and execute a local business development and sales plan to convert leads into new clients.
Identify market opportunities and build a strong pipeline through networking, referrals, and relationship management.
Establish and maintain relationships with real estate agents and other external partners to generate referrals and new business.
Build connections across internal business teams to identify opportunities and support clients throughout their financial journey.
Take ownership of sales performance, consistently working toward business goals and delivering measurable results.
Maintain a strong understanding of mortgage products, documentation requirements, and relevant lending processes.

Requirements

~1 min read

The ideal candidate is a relationship-driven professional with banking or mortgage experience, a strong sales mindset, and the ability to develop business independently. You should be comfortable working in a commission-based environment and motivated by helping clients find the right mortgage solutions.

Previous experience in banking, mortgage lending, financial services, or a related client-facing sales environment.
Knowledge of mortgage products, mortgage processes, and mortgage documentation.
Strong customer service and client relationship management skills.
Demonstrated ability to generate business, develop referral networks, and convert leads into sales opportunities.
Excellent networking and relationship-building skills, including the ability to establish partnerships with real estate professionals.
Strong communication and interpersonal skills, with the ability to explain financial products and solutions clearly.
Goal-oriented mindset and motivation to achieve sales targets and deliver measurable business results.
Ability to work independently, take ownership of business development activities, and manage a flexible schedule.
Strong problem-solving skills and a client-first approach to recommending appropriate solutions.
Authenticity, accountability, teamwork, and a commitment to building trust with clients and partners.
Legal authorization to work in Canada in the specified location.