Find work in Canada.

495,277 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
R
Relationship Manager Intern, Business Market
RBC
Surrey, BC
- Full-time
Credit skills and knowledge, including an understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations
Added 8 mins ago
Project Manager
ERCO Worldwide
Saskatoon, SK
ERCO Worldwide is looking for a Project Manager to join our Saskatoon team! The Project Manager leads development and execution of projects to improve process safety, operations,…
Added 8 mins ago
TS
Customer Service Representative
Total Sanitation Services
Sarnia, ON
- Full-time
This is an in-office position, working closely under the General Manager’s supervision. If you like having your fingers in a lot of pies to make sure our customers are getting excellent…
Added 8 mins ago
TG
Project Analyst Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
This role reports to: Senior Manager, Project Management Talent & Resources
Added 8 mins ago
T
Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Senior Specialized Finance Analyst
TD
Toronto, ON · Laval, QC
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 8 mins ago
T
HR Operations Analyst I
TD
London, ON · Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Market Risk Analyst, FX
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Data Designer I
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Senior Market Risk Analyst (5772)
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs…
Added 8 mins ago
T
Manager, Business Systems Analysis, TD Securities
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Senior Credit Analyst Agriculture Services
TD
Barrie, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
T
Business Operations Support Lead - TD Asset Management
TD
Toronto, ON
- Full-time
…based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational…
Added 8 mins ago
SP
Manager, Global Incentive Compensation
Salesforce Partner Canada
Toronto, ON
- Full-time
Knowledge of the Salesforce CRM platform and underlying data structures (Products, Opportunities, Accounts, etc.).
Added 8 mins ago
C
Head of Investments
Confidential
Calgary, AB
- Full-time
…lead investment strategy, portfolio construction, external-manager oversight and investment decision-making across its investment platform. Serving high-net-worth and ultra-high-net-worth…
Added 8 mins ago
OB
Marketing Technology Lead Developer
O2E Brands
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…data hygiene across our Website CMS (Webflow), Customer Data Platform (CDP), and marketing…
Added 23 mins ago
M
Gestionnaire, Ingénierie du Hub de données et Produits de données/Manager, Data Hub Eng & Data Products
McKesson
Montreal, QC
- Full-time
Added 23 mins ago
B
Automation Engineer
BMO
Toronto, ON · SCC
- Full-time
BMO's Infrastructure and Platform Automation team is seeking an Automation Engineer to play a key role in advancing automation, reliability, and operational excellence across the…
Added 38 mins ago
A
Summer Student - CRU Project Support
AltaLink
Calgary, AB
- Other
Basic knowledge of, or demonstrated interest in learning, Microsoft Power Platform, including Power Apps, Power Automate, and Power BI.
Added 38 mins ago
B
Trade Desk Support Analyst, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
Added 53 mins ago
IF
Product Manager, Salesforce Hub
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…feel confident and secure about their future? As a Product Manager, Salesforce Hub, you will play a key role in supporting business units in understanding and documenting their needs,…
Added 53 mins ago
Bilingual Senior Specialist, Software Engineering (Environment Management - DEVOPS)
CMHC - SCHL
Ottawa, ON · Montreal, QC
Join the Platform Engineering team, in the Senior Specialist, Software Engineering & Environment Management position, where we’re modernizing how CMHC builds and operates software…
Added 53 mins ago
CC
Retail District Manager - BC
Canna Cabana
Vancouver, BC · Yaletown, Vancouver, BC
- $80,000 to $90,000 CAD / year
- Full-time
Canna Cabana is looking to hire District Manager in British Columbia based in greater Vancouver area to expand its footprint in the province. The Retail District Manager, BC will be…
Added 53 mins ago
R
Senior Manager, Special Loans
RBC
Toronto, ON
- Full-time
…survivors, maximizing revenue while minimizing costs, leveraging knowledge and expertise to assist the business and enhancing customer loyalty. You will manage complex and/or higher risk…

Optimize Financial Group

Licensed Mortgage Agent

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job