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Added 7 mins ago
TP
Analyst, Terminal Services and Standards (Term Opportunity - One Year)
Toronto Pearson International Airport
Toronto, ON
- Temporary
Reporting to the Manager, Terminal Services and Standards, this position is responsible for but not limited to the new development and delivery of SOPs, guidance to the TOs and various…
Added 7 mins ago
T(
Regional Maintenance Manager
TEN (Transportation Equipment Network)
Montreal, QC
- Full-time
…Equipped with decades of knowledge and experience, incredible customer track records, and a sharp perspective on the future of the industry, TEN offers full-service trailer solutions that…
Added 7 mins ago
TS
Development Officer
The Stop Community Food Centre
Canada
- Other
Communication and relationship-building: Excellent interpersonal, written and verbal communication skills, with a strong customer service orientation and the ability to build positive…
Added 7 mins ago
A
Gestionnaire principal(e) de projets
ABB
Montreal, QC
- Full-time
The Senior Project Manager leads the execution of complex mining electrification projects, ensuring delivery in line with scope, schedule, budget, and quality requirements. Working closely…
Added 7 mins ago
CE
Chargé(e) de comptes, Produits commerciaux / Commercial Account Manager
Carrier Enterprise Canada
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
…of HVAC/R product lines, competitive pricing, best-in-class customer service and valuable, time-saving services that positions CEC as an industry leader. With 34 locations in Canada and…
Added 7 mins ago
GE
Project Manager
GFL Environmental Inc.
Mississauga, ON
- Full-time
Primary Function The Project Manager (PM) supports operations managers with project preparation, building proposals, research, technical planning, safety procedures, project budgeting, and…
Added 7 mins ago
TC
Regional Maintenance Manager
TEN Canada
Montreal, QC
- Full-time
…Equipped with decades of knowledge and experience, incredible customer track records, and a sharp perspective on the future of the industry, TEN offers full-service trailer solutions that…
Added 7 mins ago
U
Sales Manager, Field Sales
UNFI
Richmond, BC
- $90,200 to $142,200 CAD / year
- Full-time
…within designated territory to ensure the smooth execution of customer sales initiatives and seamless execution of core sales priorities and brand…
Added 7 mins ago
A
Service Manager
AutoCanada
Maple Ridge, BC
- $120,000 to $150,000 CAD / year
- Other
…motivated, and working together effectively to provide exceptional customer service and efficient repair and maintenance services. Leveraging your extensive leadership skills and knowledge…
Added 7 mins ago
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Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
…and supports the recommendation and delivery of other wealth management offerings to clients as directed by the lead…
Added 7 mins ago
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Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
…teams of planning professionals, marketing experts, practice management coaches, and investment managers to complement and support BMO Nesbitt Burns professionals in their…
Added 7 mins ago
B
Customer Service Representative
BMO
Granby, QC
- Part-time
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Added 7 mins ago
Manager, Category (Fresh Seafood)
Centennial Food Solutions Careers
Calgary, AB
The Manager, Category (Fresh Seafood) is responsible for the strategic development, management, and profitability of the fresh seafood category across designated retail, foodservice, and…
Added 7 mins ago
Product Advisor - Jim Pattison Subaru Northshore
The Jim Pattison Auto Group
North Vancouver, BC
…as a Product Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 7 mins ago
Insurance Advisor, Auto (Victoria Square, Regina)
Talent Acquisition Team at Westland Insurance. Text reply only.
Regina, SK
Eager to grow, with minimal sales or customer service experience under your belt
Added 7 mins ago
DI
Senior Category Manager
Definity Insurance Company
Waterloo, ON
- Full-time
Relationship Management: developing and maintaining strong working relationships with internal stakeholders and external vendor partners. Collaborate with cross-functional teams to…
Added 7 mins ago
AB
Product Manager – Marketing & Product
Alberta Blue Cross
AB · Hybrid
- Full-time
As a key member of our product management team, you will own and optimize one or more products within our portfolio. This role is focused on execution - turning product strategies into…
Added 7 mins ago
M
Manager, Change Enablement
Manulife
Toronto, ON
- Full-time
…developing comprehensive Change Enablement strategies. The Manager will work closely with delivery teams to ensure effective execution and requires strong leadership skills, including high…
Added 7 mins ago
Accounting & HR Assistant
Toradex
ON
Working under the guidance of the Finance & Human Resources Manager, you will process financial transactions, maintain accurate records, support HR activities, and contribute to the…
Added 22 mins ago
S
13624 - Tenant Support Coordinator
S.U.C.C.E.S.S.
Vancouver, BC
- Full-time
- Temporary
Division: Community Real Estate and Asset Management
Added 22 mins ago
Manager, Loyalty Acquisition
Scotiabank
Toronto, ON
To support the day-to-day management and activation of the partner relationship, with a primary focus on driving net new client growth for Scotiabank. This role is responsible for executing…
Added 36 mins ago
R
Credit Risk Analyst
Relay
Toronto, ON
- Full-time
Partner closely with revenue. Explain credit decisions in plain language, work through requests for larger limits, and join customer conversations when we need their financials.
Added 36 mins 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 36 mins ago
RG
Architectural Specifications Manager - Central Canada
ROCKWOOL Group
Toronto, ON
- $115,000 to $130,000 CAD / year
- Full-time
ROCKWOOL is seeking an Architectural Specifications Manager – Central Canada to join our Architectural Sales Team. The ideal candidate will be based in the Greater Toronto Area (GTA), with…
Added 37 mins ago
W
Manager - Sales - Communications & Security Solutions
Wesco
Calgary, AB
- Full-time
Coordinates order service by directing account representatives and executives on quotations, proposals, project order management techniques, and customer complaint resolution.

Optimize Financial Group

Licensed Mortgage Agent

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 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 files from initial client consultation through application, approval, funding, and post-closing follow-up. Coordinate with clients, lenders, internal advisors, and other stakeholders while maintaining accurate records and meeting compliance requirements.

Requirements

An active mortgage agent license in good standing is required, along with strong client-facing sales, relationship-building, communication, and follow-up abilities. Relevant experience in mortgages or related financial services is preferred, as are strong organizational skills and comfort using CRM, document, and mortgage systems.

Skills

Mortgage Sales
Mortgage Application Processing
Client Consultation
Needs Assessment
Mortgage Product Knowledge
Sales Follow-Up
Document Review
Lender Coordination
Pipeline Management
CRM Management
Regulatory Compliance
Communication
Organization
Attention to Detail
Stakeholder Coordination

Benefits

Quarterly Bonus
Established Client Base
Integrated Financial-Services Platform
Collaboration With Experienced Professionals

Visa sponsorship

Not detected in the job text

Keywords

Mortgage Agent License
Mortgage Financing
Mortgage Applications
Lender Conditions
Mortgage Approval
Mortgage Funding
Client Consultations
Financial Services
Lending
Banking
Insurance
Wealth Management
Financial Planning
Portfolio Management
Tax Preparation
Debt Management
Estate Planning
CRM
Mortgage Systems
Lender Portals
Online Document Tools
Privacy Compliance
Disclosure Requirements
Suitability
Record-Keeping

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