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Added 6 mins ago
JS
Quality Management System (QMS) Lead
JFE Shoji Power Canada Inc.
Burlington, ON
- $110,000 to $120,000 CAD / year
- Full-time
Demonstrated success as an empathetic and energetic change agent, with a demonstrated ability to leverage your developed EQ to convey curiosity about stakeholder needs, build consensus on a…
Added 51 mins ago
T
Senior Manager - Senior Tech Lead – AI & Technology Transformation
Toast
Montreal, QC
- $103,000 to $190,000 USD / year
- Full-time
Define reusable architecture patterns including multi-agent orchestration, human-in-the-loop workflows, RAG, knowledge bases, observability, evaluation, guardrails and escalation
Added 51 mins ago
PE
Inside Sales Representative
Peerless Electric
Cornwall, ON
- Full-time
Experience in inside sales, technical quotations, estimating, or customer/agent relations; lighting, electrical products, manufacturing, or construction experience is preferred.
Added 51 mins ago
TA
Accounts Payable Specialist (1026)
Trail Appliances BC
Richmond, BC
- $47,000 to $52,000 CAD / year
- Full-time
Investigate and resolve variances with the Purchasing Agent who issued the purchase order to determine the correct price and quantity
Added 51 mins ago
TH
Senior Manager, U.S. Tax
Tricon Homes
Toronto, ON
- Full-time
Enrolled Agent or CPA designation is a requirement.
Added 51 mins ago
W
Principal Software Development Engineer
Workday
Vancouver, BC · Canada, BC, Vancouver
- Full-time
Agent Factory is where Workday’s next chapter gets built. We’re forming small, senior, cross-functional AI teams that bring together product leaders, machine learning engineers, and…
Added 51 mins ago
BB
Technical Service Representative (Part Time)
Best Buy Canada
Fort McMurray, AB
- Part-time
You’ll love it here! We are hiring immediately for a technical service representative, which we call service agent. In this role, you will take care of our customers’ service and repair…
Added 51 mins ago
A
Agent Qualité - Structure / Quality Agent - Structure
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Added 1 hour ago
RI
AI Engineer
Remarcable, Inc.
Remote, Canada
- Full-time
- Remote
…defined. One week you may prototype a retrieval pipeline or an agent that drafts a purchase order; the next you may harden it for production, set up evaluations, or explain to a customer…
Added 1 hour ago
N
Director of AI Delivery
nesto
Toronto, ON
- Full-time
…day-to-day client relationship, and the evidence that moves each agent through requirements, testing, model-risk approval, live-file shadow, joint change management, and progressive…
Added 1 hour ago
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Director of AI Delivery
nesto
Montreal, QC
- Full-time
…day-to-day client relationship, and the evidence that moves each agent through requirements, testing, model-risk approval, live-file shadow, joint change management, and progressive…
Added 1 hour ago
Customer Service And Cargo Agent (Williams Lake) PTOC
Pacific Coastal Airlines
Williams Lake, BC
Pacific Coastal Airlines is looking for a Permanent Part Time On Call Customer Service and Cargo Agent based in Williams Lake. We are seeking a candidate who is looking to enjoy a…
Added 1 hour ago
Customer Service And Cargo Agent (Williams Lake) PTOC
Pacific Coastal Airlines
Williams Lake, BC
Pacific Coastal Airlines is looking for a Permanent Part Time On Call Customer Service and Cargo Agent based in Williams Lake. We are seeking a candidate who is looking to enjoy a…
Added 1 hour ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Act as a change agent, continuously challenging the status quo and driving improvements
Added 1 hour ago
CC
Agent(e) de soutien administratif, classe 1 - Administrative Support Agent, Class I
Champlain College Saint-Lambert
Saint-Lambert, QC · St-Lambert, QC
- $25.65 to $28.68 CAD / hour
- Full-time
Titre du poste : Agente ou agent de soutien administratif, classe I
Added 1 hour ago
GV
Chef de projet services/Service Project Manager
GE Vernova
La Prairie, QC
- Full-time
…communication. Dynamique et stimulant, capable d'agir en tant qu'agent du changement et de responsabiliser les équipes (empower). Sens pragmatique face aux défis. Ambitieux, fort potentiel…
Added 1 hour ago
T
Engineer I
TD
Toronto, ON
- Full-time
Act as the expert or lead innovator and agent of change for the programs and services under management
Added 1 hour ago
Three (3) Engineers
Toronto Hydro
Toronto, ON
Acts as a change agent in adoption and continual use of standards across organization in design and construction stages
Added 2 hours ago
B
Outsource Agent
BonLook
New Westminster, BC · Delta, BC
- Full-time
Join our team as an Outsource Agent! In this detail-oriented role, you will be responsible for reviewing and processing orders for external laboratory partners, ensuring the right products…
Added 2 hours ago
BF
Regional Manager, Terminal Operations
BC Ferries
Comox, BC
- Full-time
An agent of change who is driven to ensure outstanding results
Added 2 hours ago
L
Change Management Lead
lululemon
Vancouver, BC
- Full-time
…Operations to ensure consistency. This person is a strategic change agent, driving change through stakeholder influence, enabling us to achieve our long-term enterprise…
Added 2 hours ago
Customer Service Agent (Kelowna) PT
Pacific Coastal Airlines
Kelowna, BC
Pacific Coastal Airlines is looking for a Permanent Part Time Customer Service Agent based in Kelowna. We are seeking a candidate who is looking to enjoy a family-oriented, dynamic and…
Added 2 hours ago
Customer Service Agent (Kelowna) PT
Pacific Coastal Airlines
Kelowna, BC
Pacific Coastal Airlines is looking for a Permanent Part Time Customer Service Agent based in Kelowna. We are seeking a candidate who is looking to enjoy a family-oriented, dynamic and…
Added 2 hours ago
A
Agent Method // Methods Agent
Actalent
Mirabel, QC
- $35 to $60 CAD / hour
- Contract
The Methods Agent plays a critical role in planning, optimizing, and supporting aerospace production activities. This person interprets and validates technical documentation, defines…
Added 2 hours ago
AC
Financial Accountant
Aston Carter
Burnaby, BC
- $75,000 to $85,000 CAD / year
- Full-time
Act as an agent of change by supporting continuous improvement initiatives in financial processes, systems, and the overall close cycle.

Optimize Financial Group

Licensed Mortgage Agent

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

About Optimize Financial Group

Optimize Financial Group is a premier wealth management firm based in Toronto, ON, dedicated to helping clients achieve their financial and life goals. We provide personalized financial solutions across financial planning, portfolio management, tax preparation, debt management, estate planning, insurance, and mortgages. Our holistic approach allows clients to access coordinated advice and solutions in one place.

The Opportunity

We are seeking a Licensed Mortgage Agent to serve Optimize’s established corporate client base and existing client relationships. This is not a cold-start or commission-only role: you will be supported by a strong platform, trusted client relationships, and meaningful opportunities to provide mortgage solutions to clients already connected to the Optimize ecosystem.

The successful candidate will be a strong salesperson and relationship manager who is comfortable meeting with clients, identifying needs, explaining solutions clearly, following up consistently, and seeing each opportunity through from the initial conversation to completion.

You will play an important role in helping clients access mortgage financing and you will work closely with internal teams and external partners to deliver a smooth, professional, and client-first experience.

Key Responsibilities

Manage mortgage opportunities from initial consultation through submission, lender conditions, approval, funding, and post-closing follow-up.
Meet with existing Optimize clients to understand their mortgage financing needs.
Conduct professional client consultations by phone, video, or in person, and clearly explain relevant mortgage options, requirements, timelines, and next steps.
Gather and review client information and supporting documentation to prepare complete, accurate mortgage applications.
Maintain consistent, proactive communication with clients to keep files moving and ensure an excellent client experience.
Coordinate effectively with lenders, underwriters, lawyers, insurers, internal advisors, and other relevant parties.
Maintain accurate client notes, documentation, and pipeline activity in the company’s CRM and mortgage systems.
Ensure all activities are completed in accordance with applicable licensing, privacy, disclosure, suitability, compliance, and record-keeping requirements.

What We Are Looking For

Previous mortgage, lending, banking, insurance, wealth management, financial services, or client-facing sales experience is strongly preferred.
Active mortgage agent license in good standing.
A proven ability to build rapport, earn trust, identify client needs, and guide conversations toward a clear next step.
Strong sales instincts, follow-up discipline, and comfort working with clients throughout a multi-step transaction.
Excellent verbal and written communication skills, including the ability to explain mortgage products and processes in a clear, client-friendly manner.
Highly organized, detail-oriented, and able to manage multiple active files, deadlines, documents, and stakeholder relationships at once.
Comfortable working with CRM platforms, online document tools and mortgage or lender portals.
A self-motivated, results-oriented approach and a genuine interest in helping clients.

What’s In It For You?

Base salary of $60,000, plus a quarterly bonus structure designed to provide strong earning potential, with the opportunity to earn comfortably into six figures.
An established client base and existing corporate relationships, allowing you to focus on serving clients rather than starting from scratch.
The opportunity to work within a comprehensive financial-services platform that integrates mortgages, insurance, investments, financial planning, tax preparation, and estate planning.
Meaningful exposure to high-quality client relationships and collaboration with experienced financial-services professionals.
A dynamic, entrepreneurial, and high-performing work environment in Toronto’s financial district.

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More about this job

Responsibilities

Manage mortgage opportunities from client consultation through application, lender approval, funding, and post-closing follow-up. Coordinate with clients, lenders, internal advisors, and other partners while maintaining accurate records and meeting licensing, privacy, disclosure, suitability, and compliance requirements.

Requirements

An active mortgage agent license in good standing is required, along with strong client-facing sales and relationship-management abilities. Relevant financial-services experience is preferred, as are clear communication, disciplined follow-up, organization, attention to detail, and comfort using CRM, document, and mortgage systems.

Skills

Mortgage Sales
Client Consultation
Needs Assessment
Sales Follow-Up
Mortgage Product Knowledge
Lender Coordination
File and Pipeline Management
CRM Systems
Document Management
Regulatory Compliance
Privacy and Disclosure Compliance
Communication
Organization
Attention to Detail

Benefits

Quarterly Bonus Structure
Established Client Base
Professional Collaboration Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Licensed Mortgage Agent
Mortgage Financing
Mortgage Applications
Mortgage Products
Lending
Client Consultations
Sales
Needs Assessment
Lender Conditions
Underwriting
Mortgage Approval
Funding
Post-Closing Follow-Up
Client Documentation
Lender Coordination
CRM
Mortgage Systems
Lender Portals
Online Document Tools
Licensing Compliance
Privacy Compliance
Disclosure Requirements
Suitability
Record-Keeping
Financial Services
Insurance
Wealth Management
Financial Planning

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