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Added 26 mins ago
NF
Bilingual Collections Agent
Northlake Financial
Barrie, ON
- Full-time
…acquisition and servicing of prime and subprime automotive financing contracts. Our employees flourish in an exciting and engaging…
Added 5 hours ago
VS
Senior Manager, Finance
Vancouver School Board
Vancouver, BC
- Full-time
Reporting to the Executive Director, Finance, the Senior Manager - Finance is responsible for leading VSB’s core accounting operations, including financial accounting, treasury, and…
Added 6 hours ago
N
Director of AI Delivery
nesto
Toronto, ON
- Full-time
Nesto Group is Canada's leading provider of mortgage technology and financing solutions, with more than CAD $80 billion in residential and commercial mortgages under administration. Trusted…
Added 6 hours ago
N
Director of AI Delivery
nesto
Montreal, QC
- Full-time
Nesto Group is Canada's leading provider of mortgage technology and financing solutions, with more than CAD $80 billion in residential and commercial mortgages under administration. Trusted…
Added 7 hours ago
T
Tangerine Growth Advisor - Tangerine
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 7 hours ago
TS
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
…an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade and working capital finance needs.…
Added 7 hours ago
B
SENIOR COMMERCIAL ACCOUNT MANAGER - Tri Cities
BDC
Coquitlam, BC
- Full-time
We are accepting applications for a growth-minded Senior Commercial Account Manager, Mid-Market with proven experience serving sophisticated commercial clients and owner-managed businesses.…
Added 7 hours ago
TH
DIRECTEUR ADJOINT DE MAGASIN
The Home Depot Canada
Campbell River, BC
- Full-time
…éprouvez de la fierté à guider les clients vers les bonnes solutions pour leurs projets? Si, en plus de cela, vous êtes de nature curieuse et souhaitez acquérir de nouvelles connaissances,…
Added 7 hours ago
VF
Event Marketing Specialist, Contract
Volkswagen Financial Services
Pickering, ON
- Contract
…their Dealers, specializing in providing accessible mobility solutions for its Customers. The company’s offerings include Retail Leasing, Retail Financing, Commercial Financing for new and…
Added 8 hours ago
B
Personal Banker
BMO
Toronto, ON
- Full-time
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service…
Added 8 hours ago
B
MANAGER, PORTFOLIO MANAGER
BDC
Boucherville, QC · Laval, QC · Montreal, QC
- Full-time
BDC is the only bank dedicated exclusively to Canadian entrepreneurs. As a Manager, Portfolio Management, you will support the ongoing management of the Bank’s loan portfolio by processing…
Added 8 hours ago
SC
Investment Attraction Manager
Strathcona County
Sherwood Park, AB
- Full-time
Strathcona County is seeking a Manager, Investment Attraction to lead the development and implementation of strategies that attract new commercial, industrial and greenfield investment.…
Added 9 hours ago
T
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD
Toronto, ON
- Full-time
…an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade and working capital finance needs.…
Added 9 hours ago
NF
Bilingual Collections Agent
NorthLake Financial ULC
Barrie, ON
- Full-time
…acquisition and servicing of prime and subprime automotive financing contracts. Our employees flourish in an exciting and engaging…
Added 9 hours ago
NF
Inside Sales Representative
NorthLake Financial ULC
Barrie, ON
- Full-time
Inside Sales, Auto Financing, Auto Loans, Consumer Lending, Loan Origination, Credit Applications, Credit Analysis, Financial Services, Sales Prospecting, Lead Generation, Customer…
Added 9 hours ago
OF
Licensed Mortgage Agent
Optimize Financial Group
Toronto, ON
- Full-time
The successful candidate will be a strong salesperson and relationship manager who is comfortable meeting with clients, identifying needs, explaining solutions clearly, following up…
Added 9 hours ago
B
ACCOUNT MANAGER, SMALL BUSINESS FINANCING
BDC
Brossard, QC
- Full-time
BDC is the only bank devoted exclusively to Canadian entrepreneurs. As an Account Manager, Small Business Financing, you will be responsible for business development and managing a…
Added 9 hours ago
Assistant Branch Manager
Money Mart
Parksville, BC
…prepaid cards, currency exchange, and other everyday financial solutions for individuals and…
Added 9 hours ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…decisions processed through Scotia Mortgage Authority (SMA), Home Financing Solutions (HFS), and Branch Channels to ensure consistent, quality decisions are being made by the adjudication…
Added 9 hours ago
Senior Financial Controller/Manager
Umicore
Markham, ON
…still. We need to find new ways to do things, discover new solutions and develop new processes. Which is where you come…
Added 10 hours ago
Event Marketing Specialist, Contract
Volkswagen AG
ON · Pickering, ON
…their Dealers, specializing in providing accessible mobility solutions for its Customers. The company’s offerings include Retail Leasing, Retail Financing, Commercial Financing for new and…
Added 10 hours ago
Corporate - Commercial Lines - Commercial Account Manager
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
The Commercial Account Manager serves as the lead relationship manager and trusted risk advisor for a portfolio of complex commercial clients. This role is responsible for developing and…
Added 10 hours ago
NF
Recovery Administrator
NorthLake Financial ULC
Barrie, ON
- Full-time
…acquisition and servicing of prime and subprime automotive financing contracts. Our employees flourish in an exciting and engaging…
Added 10 hours ago
NF
Inside Sales Representative - Bilingual
NorthLake Financial ULC
Barrie, ON
- Full-time
Inside Sales, Auto Financing, Auto Loans, Consumer Lending, Loan Origination, Credit Applications, Credit Analysis, Financial Services, Sales Prospecting, Lead Generation, Customer…
Added 10 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Langley (District), BC · City of Langley, BC
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…

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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