Mortgage advisor Jobs

Senior Private Wealth Advisor
SafeBridge Financial Group —North York, ON
- Full-time
- Customer service
- Financial services
- In-person
Quick apply
6d
Real Estate Agent - Leads & Coaching Provided
Strata Realty Inc. —Toronto, ON
- $75,000–$300,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Flexible schedule
Quick apply
Virtual Member Relationship Manager
Your Neighbourhood Credit Union —Waterloo, ON
- $65,000–$75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Disability insurance
3d
Mobile Mortgage Advisor (Burlington/Oakville/Milton, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Durham Region, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Mississauga, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Scarborough/Pickering/Ajax/Whitby, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Private Lending Officer
Manulife —Ontario
- $59,100–$98,500 a year
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
13d
Mobile Mortgage Advisor (Toronto West/Vaughan, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Ottawa, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Toronto West Vaughan/Mississauga, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Guelph/Cambridge, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor (Mississauga/Etobicoke, ON) - 100% Commission
CIBC —Ontario
- Full-time
- In-person
Mobile Mortgage Advisor
CIBC —Prince Edward Island
- Full-time
- In-person
Mobile Mortgage Advisor - Halifax
CIBC —Nova Scotia
- Full-time
- In-person
13d
Mortgage Specialist
Manulife —British Columbia
- Full-time
- Sales
- Business development
- Organizational skills
- Disability insurance
- Dental care
13d
Mobile Mortgage Advisor Assistant (Cantonese/Mandarin required) - Full- Time - 6 months Contract
CIBC —Ontario
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Mortgage Underwriter
nesto —Remote
- Full-time
- Remote
- Bilingual
- English
- Dental care
- Paid time off
Quick apply
13d
Sales Consultant
Mattamy Homes —Kitchener, ON
- $125,000–$175,000 a year
- Weekends as needed
- CRM software
- Sales
- Customer service
Chief Anti-Money Laundering Officer - RFA Bank of Canada
RFA Bank of Canada, RFA Mortgages Corp. —Toronto, ON
- Full-time
- Hybrid work
- Management
- Presentation skills
- Communication skills
- Dental care
- Vision care
Quick apply
12d

I want to receive the latest job alerts for mortgage advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

mortgage advisor jobs near

Senior Private Wealth Advisor

SafeBridge Financial Group
North York, ON

Quick apply

Job details

Permanent | Full-time
6 days ago

Qualifications

Customer service
Financial services

Full job description

FIRM BACKGROUND

SafeBridge Private Wealth (SPW) was built on the belief that emerging affluent and high net worth families are l looking for more than just the traditional, off the product shelf financial solutions.

We know there are endless institutions to look to for run of the mill financial products – for general advice that suits many people, most of the time.

Families that are building wealth quickly and intentionally have different needs and desires, and that means they need someone who understands them and understands how to help them.

That’s where you come in, as our next Senior Advisor in our Private Wealth division.

JOB DESCRIPTION:

At SPW, we help emerging affluent and high net worth families stay on their growth trajectory by helping them build, protect, and multiply their wealth.

This starts with an authentic commitment to our relationship with each individual client and family and leads into a strategic insurance and wealth management planning that goes beyond the traditional planning model. With our valuable access to highly curated, unique, and powerful financial products and strategies, you will be responsible for working with our National partners on a regional level to serve the financial needs of our mutual, in-house clients.

We are looking for an experienced, creative thinking, intrapreneurial Financial Advisor who can provide custom tailored insurance and wealth management solutions for the families we serve. As the primary connection to the firm for each client, you will be capable of understand each client situation in a unique and personal way in order to help identify opportunities and strategies that will enhance their current situation and ensure that what they are doing today, actually matches what they want to do tomorrow.

THE PERFECT CANDIDATE:

The perfect candidate is genuine, transparent, and committed to building deep, long term relationships with your clients and our firm. You’ll need to be highly motivated, self-disciplined, and exceptional at building relationships with our Regional mortgage partners to earn their trust with their clients.

As the chosen candidate, you’ll have to be exceptional at understanding your client’s vision and values for their family or business, not just their corresponding financials. This will lead you to understand how to use insurance as a tax planning tool and asset, as well as how to identify when we can help a client improve their current investment portfolio and plan. You will need to understand how taxes can erode a family’s wealth and how we can utilize unique and often misunderstood financial products to help protect their family wealth on behalf of them their family.

AS A SENIOR ADVISOR:

You will provide thought and financial leadership to our national and regional mortgage partners and their clients
You will seek to understand each client and family in a unique way so you can properly advise and direct their next steps
You will have a comprehensive understanding of life insurance and wealth management products to help ensure you make the right recommendations, every time
You will be obsessed with providing each client and their family with a fully white glove customer service experience
You will use our approved industry leading technology to manage your client relationship and to present consistent, hand designed strategies in clear and understandable ways
You will be the face of the firm to each client and their family and will be exceptional in the eyes of each client you serve

SKILLS & REQUIREMENTS:

You are fully life and mutal fund licensed in Ontario
You have at least 3 years’ experience as a life licensed Advisor
You love the process of providing financial advice from start to finish
You have an advanced knowledge of permanent life insurance as an asset
You value the ability to help clients minimize tax using products and strategies that they are entitled too
You are looking to join a growing, thriving, and loyal team who is committed to the success of their clients, their partners, and their firm

COMPENSATION:

The successful candidate will receive salary plus commission or straight commission.

Application question(s):

Are you fully life and mutual fund licensed in Ontario?
How many years of applicable experience do you have?

Work Location: In person

Quick apply

Refine Your Search

Senior Private Wealth Advisor

Real Estate Agent - Leads & Coaching Provided

Virtual Member Relationship Manager

Mobile Mortgage Advisor (Burlington/Oakville/Milton, ON) - 100% Commission

Mobile Mortgage Advisor (Durham Region, ON) - 100% Commission

Mobile Mortgage Advisor (Mississauga, ON) - 100% Commission

Mobile Mortgage Advisor (Scarborough/Pickering/Ajax/Whitby, ON) - 100% Commission

Private Lending Officer

Mobile Mortgage Advisor (Toronto West/Vaughan, ON) - 100% Commission

Mobile Mortgage Advisor (Ottawa, ON) - 100% Commission

Mobile Mortgage Advisor (Toronto West Vaughan/Mississauga, ON) - 100% Commission

Mobile Mortgage Advisor (Guelph/Cambridge, ON) - 100% Commission

Mobile Mortgage Advisor (Mississauga/Etobicoke, ON) - 100% Commission

Mobile Mortgage Advisor

Mobile Mortgage Advisor - Halifax

Mortgage Specialist

Mobile Mortgage Advisor Assistant (Cantonese/Mandarin required) - Full- Time - 6 months Contract

Mortgage Underwriter

Sales Consultant

Chief Anti-Money Laundering Officer - RFA Bank of Canada

I want to receive the latest job alerts for mortgage advisor

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected