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Added 13 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 13 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 14 mins ago
R
Relationship Manager Intern, Business Market
RBC
Surrey, BC
- Full-time
Proven track record in exceptional client relationship management
Added 14 mins ago
Trainee, Insurance Advisor
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Added 14 mins ago
Project Manager
ERCO Worldwide
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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 14 mins ago
PM
Project Manager
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- $57,000 to $65,000 CAD / year
- Full-time
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Added 14 mins ago
T
Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
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Added 14 mins ago
T
Senior Credit Analyst Agriculture Services
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- Full-time
Structure and package competitive credit solutions in a timely manner to meet customer needs jointly with the Relationship Manager
Added 14 mins ago
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Business Operations Support Lead - TD Asset Management
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Toronto, ON
- Full-time
Added 14 mins ago
HR
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Vancouver, BC
- Full-time
Maintain solid relationships with buyer, vendor, and selling manager
Added 14 mins ago
TS
Program Manager
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
The Program Manager is responsible for all aspects of The Salvation Army Thunder Bay, Journey to Life Centre Residential Programs and give oversight to all the Residential Programs ensuring…
Added 14 mins ago
TS
Client Care Support (Temp Fixed Term)
The Salvation Army in Canada
AB · Edmonton, AB
- Part-time
Added 14 mins ago
MM
Project Manager
Modine Manufacturing Company
Calgary, AB
- Full-time
is looking to add a Project Manager to our Team.
Added 14 mins ago
A
Executive Assistant
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Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
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Added 14 mins ago
TS
Store Associate
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Stoney Creek, NB
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 14 mins ago
NR
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- Full-time
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Added 14 mins ago
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- Part-time
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Added 14 mins ago
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Counsellor - Men's Addiction Treatment
The Salvation Army in Canada
Vancouver, BC
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Under the direction of the Treatment Program Assistant Manager – Men’s Treatment, the Addiction Counsellor is responsible for the following areas: counselling, clientele relations,…
Added 29 mins ago
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Counsellor - Men's Addiction Treatment
The Salvation Army Canada and Bermuda Territory
Vancouver, BC
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Under the direction of the Treatment Program Assistant Manager – Men’s Treatment, the Addiction Counsellor is responsible for the following areas: counselling, clientele relations,…
Added 29 mins ago
C
Community General Manager II, Imperial Service
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Burlington, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 29 mins ago
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Personal Banker
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Toronto, ON
- Full-time
Added 29 mins ago
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Manager, Dynamics 365 F&O Consulting
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Vancouver, BC · Hamilton, ON · Ottawa, ON · Toronto, ON
- Full-time
BDO Canada is seeking a Manager, Dynamics 365 F&O Consulting to join our fast-paced and growing Dynamics 365 F&O consulting practice, with the ability to work from anywhere in Canada. This…
Added 29 mins ago
J
Assistant Maintenance Manager
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- Full-time
The Assistant Maintenance Manager leverages leadership skills and technical knowledge to lead a team of maintenance mechanics, working in conjunction with robotics, and controls systems…
Added 29 mins ago
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Investment Attraction Manager
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- 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 44 mins ago
HG
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The Guest Services Manager is expected to provide the highest level of Member and Guest service at every point of contact through the use of communications, organizational and interpersonal…

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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