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Added 11 mins ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 11 mins ago
AC
Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Make an impact with our Indirect Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 12 mins ago
WP
Store Leader - West 4th Ave
Warby Parker
Vancouver, BC
- Full-time
…(At other brands, you might see similar roles called Store Manager.) All aspects of our stores' success rests on the shoulders of our seasoned Store Leaders-Warby Parker Retail wouldn't be…
Added 12 mins ago
R
Relationship Manager Intern, Business Market
RBC
Surrey, BC
- Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 12 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Lamont, AB
Westland provides support to all Trainees as they work to obtain their licensing. As a Trainee you will:
Added 12 mins ago
PV
Keyholder
Pet Valu
Summerside, PE
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 12 mins ago
T
Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
…for both credit and non-credit products/services. The Account Manager II is responsible for conducting credit analysis for own portfolio. The Account Manager II will develop the initial…
Added 12 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at…
Added 12 mins ago
T
Senior Credit Analyst Agriculture Services
TD
Barrie, ON
- Full-time
Structure and package competitive credit solutions in a timely manner to meet customer needs jointly with the Relationship Manager
Added 12 mins ago
HR
Beauty Advisor - Armani
Holt Renfrew
Vancouver, BC
- Full-time
Perform floor recovery, visual merchandising, price change, and related sales support tasks
Added 12 mins ago
L
7759-Seasonal Sales Help(H)
Lids
Red Deer, AB
- $15 USD / hour
- Temporary
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
TH
Associé(e) aux ventes, cuisines et salles de bain (temps partiel)
The Home Depot Canada
Quebec, QC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 12 mins ago
L
7722 - 3rd Key
Lids
Niagara Falls, ON
- $18.1 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
TH
Associé(e) aux ventes, peinture (temps partiel)
The Home Depot Canada
Quebec, QC
- Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 12 mins ago
L
5794 - Store Manager
Lids
Timmins, ON
- $20.5 USD / hour
- Full-time
Address all employee concerns or issues, including knowing when to partner with internal support (e.g. Help Desk, HR, DSM, RD, etc.) to take appropriate action.
Added 12 mins ago
L
7807 - 3rd Key
Lids
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
7782 - 3rd Key
Lids
Winnipeg, MB
- $16.8 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
5760 - Assistant Store Manager FT
Lids
Medicine Hat, AB
- Full-time
Manage store associates through thorough use of LIDS Training Programs, goal setting (for sales and tasks), and regular follow-up when Store Manager is not present.
Added 12 mins ago
L
5724-Seasonal Sales Help(H)
Lids
Red Deer, AB
- $15 USD / hour
- Temporary
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
7796 - 3rd Key
Lids
Mississauga, ON
- $18.1 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
7805 - 3rd Key
Lids
Mississauga, ON
- $18.1 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
5725 - 3rd Key
Lids
Mississauga, ON
- $18.45 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
5756 - Seasonal Sales Help
Lids
Saint John, NB
- Temporary
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
5738 - 3rd Key
Lids
Brampton, ON
- $18.45 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…
Added 12 mins ago
L
7774 - Sales Help
Lids
AB · Edmonton, AB
- $15 USD / hour
- Part-time
…personal style. Working in our retail stores requires our retail sales team to provide each and every customer with the energy for an exceptional Lids experience, maintain our meticulous…

Optimize Financial Group

Licensed Mortgage Agent

Toronto, ON, Canada

Full-time

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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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