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Added 6 mins ago
D1
Senior Mechanical Project Manager
Division 15 Mechanical
Richmond, BC
- Full-time
Reporting to the Project Director, the Senior Project Manager leads the delivery of complex, multi-million-dollar mechanical construction projects across the commercial, institutional, and…
Added 21 mins ago
GO
Property Manager
Government of Manitoba
Selkirk, MB
- Full-time
Under the direction of the District Manager, the Property Manager ensures the efficient and effective management of assigned Manitoba Housing properties and is responsible and accountable…
Added 21 mins ago
GO
Maintenance Assistant
Government of Manitoba
Dauphin, MB
- Full-time
Under the supervision of the Facility Manager, the successful applicant performs a variety of maintenance duties at District 3 facilities. These duties include lawn care, snow removal,…
Added 21 mins ago
GO
Maintenance Assistant
Government of Manitoba
Brandon, MB
- Full-time
Under the supervision of the Facility Manager, the successful applicant performs a variety of maintenance duties at District 3 facilities. These duties include lawn care, snow removal,…
Added 21 mins ago
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Accountant
Aramark Canada
Mississauga, ON
- Full-time
Respond to requests from operations (Front Line Managers and/or District Managers).
Added 51 mins ago
UH
MD of Taber | Landfill/Transfer Station Operator Part-Time
UpSourced HR
Enchant, AB
- Part-time
- Contract
The Municipal District of Taber has an exciting contract (self-employed) position available for the right person. Reporting to the Manager of Agricultural Services, the successful…
Added 51 mins ago
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Regional Pharmacy Director
Loblaw Companies Limited
Toronto, ON
- Full-time
Liaises closely with Associates, pharmacy teams and District Manager’s to ensure consistency of operational standards, pharmacy services, execution of Pharmacy programs, achieve targets and…
Added 51 mins ago
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Superior Plus Propane Talent Acquisition
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Reporting to the District Manager, the successful candidate will be responsible for:
Added 1 hour ago
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Regional Pharmacy Director
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- Full-time
Liaises closely with Associates, pharmacy teams and District Manager’s to ensure consistency of operational standards, pharmacy services, execution of Pharmacy programs, achieve targets and…
Added 1 hour ago
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Personal Banker Trainee - 37.5h
TD
Montreal, QC
- Full-time
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a…
Added 1 hour ago
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Personal Banker Trainee
TD
Fort Saskatchewan, AB
- Full-time
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a…
Added 1 hour ago
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Assistant Branch Manager - Office 1714
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Medicine Hat, AB
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
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Associé(e), Mise en Marché (temps partiel)
The Home Depot
Pointe-Claire, QC
- Part-time
Execute one off projects as required by store, district, and regional leadership.
Added 1 hour ago
AF
Assistant Branch Manager - Office 1714
Attain Finance
Medicine Hat, AB
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
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5794 - Store Manager
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Timmins, ON
- $20.5 USD / hour
- Full-time
Collaborate across store channels and/or districts using company Discussion Boards or district and regional chat platforms.
Added 1 hour ago
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Permanent Open Position - French Specialty Teacher - 50% (PM)
Toronto Catholic District School Board
ON · York, ON
- Full-time
The Toronto Catholic District School Board (TCDSB) is proud to be a significant part of the fabric of publicly funded Catholic education in the province of Ontario. We serve approximately…
Added 1 hour ago
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7761 - Store Manager (H)
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Rocky View No 44, AB · Rocky View County, AB
- $20 to $21 USD / hour
- Full-time
Collaborate across store channels and/or districts using company Discussion Boards or district and regional chat platforms.
Added 1 hour ago
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7779 - Store Manager
Lids
Kelowna, BC
- $22.5 to $23.5 USD / hour
- Full-time
Collaborate across store channels and/or districts using company Discussion Boards or district and regional chat platforms.
Added 1 hour ago
TC
Permanent Open Position - French Specialty Teacher - 80% (St Louis 70%, Nativity of Our Lord (10%)
Toronto Catholic District School Board
Toronto, ON
- Full-time
The Toronto Catholic District School Board (TCDSB) is proud to be a significant part of the fabric of publicly funded Catholic education in the province of Ontario. We serve approximately…
Added 1 hour ago
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Permanent Open Position - French Specialty Teacher - 60% (St Agatha 30%, St Maria Goretti 20%, Our Lady of Grace 10%)
Toronto Catholic District School Board
Toronto, ON
- Full-time
The Toronto Catholic District School Board (TCDSB) is proud to be a significant part of the fabric of publicly funded Catholic education in the province of Ontario. We serve approximately…
Added 1 hour ago
TH
Loss Prevention Specialist Full Time- 6 Month Contract (WHITBY NORTH)
The Home Depot Canada
Brooklin, ON
- Full-time
Reports to Asset protection Supervisor or District Asset Protection Manager
Added 1 hour ago
TH
Merchandising Associate Part Time 4am-8am (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Part-time
Execute one off projects as required by store, district, and regional leadership.
Added 1 hour ago
TH
Loss Prevention Specialist Full Time
The Home Depot Canada
Toronto, ON · Etobicoke, ON
- Full-time
Reports to Asset protection Supervisor or District Asset Protection Manager
Added 1 hour ago
TH
Loss Prevention Specialist Full Time
The Home Depot Canada
Mississauga, ON
- Full-time
Reports to Asset protection Supervisor or District Asset Protection Manager
Added 1 hour ago
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Store Manager - Coquitlam Center 7776
Lids
Coquitlam, BC
- $21.5 to $22.5 USD / hour
- Full-time
Collaborate across store channels and/or districts using company Discussion Boards or district and regional chat platforms.

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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