Toronto, On Mortgage retention specialist Jobs – 10 Openings This Week

Relationship Manager, Creative Industries
FirstOntario Credit Union —Toronto, ON
- $59,078–$81,233 a year
- Full-time
- Hybrid work
- Sales
- Finance
- No university degree
- Employee assistance program
Quick apply
Residential Mortgage Specialist-Ontario
National Bank of Canada —Richmond Hill, ON
- Full-time
- Business development
- Bachelor's
- Business
- Wellness program
- Employee assistance program
Renewal & Retention Specialist
CMLS Financial Ltd. —Toronto, ON
- $39,200 a year
- Hybrid work
- Bilingual
- Sales
- Customer service
- Dental care
- Employee assistance program
Quick apply
Service and Sales Specialist
Fairstone —Toronto, ON
- $45,000–$55,000 a year
- Full-time
- Hybrid work
- Bilingual
- Sales
- Customer service
- Dental care
Senior Manager, Learning, Quality & Enablement
Questrade Financial Group —Toronto, ON
- $105,000–$130,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Project management
Quick apply
Mortgage Agent
Ratehub —Toronto, ON
- $60,000–$110,000 a year
- Full-time
- Sales
- Customer service
- In-person
Quick apply
Property Tax Specialist
Fairstone —Toronto, ON
- $50,000–$60,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Dental care
Default Recovery Officer - Real Estate
Fairstone —Toronto, ON
- $45,000–$60,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- Microsoft Access
- Dental care
Member Connect Lending Specialist
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $51,904–$64,880 a year
- Full-time
- Phone etiquette
- Communication skills
- Profit sharing
Quick apply
Analyst, Marketing Automation and Email (Fixed Term)
Fairstone —Toronto, ON
- $60,000–$75,000 a year
- Full-time
- Hybrid work
- Bilingual
- Marketing
- English

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Relationship Manager, Creative Industries

FirstOntario Credit Union -
Toronto, ON

Quick apply

Job details

Full-time
$59,078–$81,233 a year

Qualifications

Sales
Finance
Organizational skills
Financial services
Business
Communication skills

Full job description

Why FirstOntario?

Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly health spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program

Job Overview

The Relationship Manager, Creative Industries is a growth-focused front-line role within a close, collaborative team, responsible for deepening member relationships, supporting more complex personal banking needs, providing support to business banking members, and increasing proactive revenue activity across the creative and entrepreneurial communities.

Role

Sales and Service

Develop, and manage a portfolio of personal, business, and entrepreneurial member relationships by identifying needs early, deepening engagement, and increasing share of wallet across deposits, lending, wealth, and payments to achieve assigned sales targets
Drive membership growth through proactive outreach, including at our studio offsite location(s), disciplined follow-up, strong onboarding conversion, and consistent opportunity management rather than reliance on transactional branch traffic alone
Lead advice-based conversations that uncover immediate and future financial needs, positioning suitable solutions that support member goals while contributing to deposit, lending, and non-margin income growth
Identify more complex credit and wealth opportunities and coordinate high-quality referrals to internal partners, including Wealth and Business Banking, with clear context and follow-through
Apply strong knowledge of personal and business banking products to expand product penetration, improve solutioning, and support members with blended personal and entrepreneurial banking needs
Build long-term relationships through regular proactive contact, structured follow-up, and clear relationship ownership that improves retention, reduces handoffs, and creates a consistent member experience
Support growth initiatives tied to the studio-based service model by balancing advice, acquisition, relationship deepening, and specialized member engagement within the creative sector

Financial GuidanceCredit Support

Provide advice-led guidance aligned to member needs and goals by identifying suitable products and services that support growth, deepen relationships, and increase product penetration
Support personal credit requests, including loans, lines of credit, and mortgage solutions, while proactively identifying opportunities to advance lending conversations and improve conversion outcomes
Recognize and assess more complex deposit and lending scenarios involving self-employed or entrepreneurial members, identifying needs earlier and escalating or referring with strong supporting context
Identify business banking and commercial opportunities early and advance them through strong internal referrals that support broader relationship capture and revenue growth
Lead conversations related to savings and longer-term goals, particularly for members with variable or self-employed income, with a focus on early wealth discovery and relationship deepening
Recognize when more complex planning or investment needs should be referred to a senior advisor or specialist, ensuring timely follow-up and stronger referral outcomes that support funds under management growth

Creative Community Exposure

Learn about the financial realities of creative professionals and entrepreneurs and actively apply that knowledge to deliver relevant, practical banking guidance and member solutions
Act as brand ambassador by participating in creative-sector or community events while actively promoting and strengthening brand presence
Build authentic relationships within creative and business communities over time to reinforce our commitment to the creative sector
Performs additional duties as assigned

Requirements

Diploma or degree in business, finance, or a related field, or relevant industry experience
Three (3) years of experience in financial services including relationship management, credit, sales, and member service or relevant industry experience
Two (2) years working within creative businesses or communities
Experience in working with self-employed, entrepreneurial, or creative members
Stay abreast of all credit and investment product and services and stay current on our processes
Strong communication and relationship-building skills
Ability and commitment to meet assigned sales, growth, and ancillary targets by proactively identifying member needs, deepening relationships, and delivering appropriate solutions through direct service and internal referrals
Strong problemsolving skills and ability to take initiative to independently research and source accurate information related to internal policies, products and processes
Strong organizational skills with the ability to manage daytoday workflows and priorities
Strong attention to detail in maintaining accurate documentation, and follow up on tasks to support timely completion of requests and commitments
Curiosity, adaptability, and willingness to learn
Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures
Willingness and ability to travel as required and work flexible or irregular hours to support member service, events, and branch operations

This posting is for an existing vacancy.

Salary Range: $59,078 to $81,233 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

#FOSJ

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Refine Your Search

mortgage retention specialist jobs in toronto, on

Relationship Manager, Creative Industries

Residential Mortgage Specialist-Ontario

Renewal & Retention Specialist

Service and Sales Specialist

Senior Manager, Learning, Quality & Enablement

Mortgage Agent

Property Tax Specialist

Default Recovery Officer - Real Estate

Member Connect Lending Specialist

Analyst, Marketing Automation and Email (Fixed Term)

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